Customer Relationship Liaison
4 weeks ago
Role Overview
We are seeking a skilled Customer Relationship Administrator to join our team at Close Brothers Group. This role will involve building and sustaining relationships with our motor dealer and broker partners, proposing deals, and ensuring the business taken on is within set parameters.
Key Responsibilities
- Carry out duties to the company standard policy and procedures.
- General office administration office duties.
- Assisting with the collection of fees that have accrued on customer accounts.
- Accurate banking of monies received.
Customer Support
- Processing of customer proposals and recommending them in line with company policies and procedures.
- Liaising with motor dealer/broker partners regarding the outcome/decisions of a proposal that has been underwritten.
- Processing documents received that need to be paid out.
Risk & Compliance
Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
Requirements
- Excellent customer service skills.
- Previous experience in a customer focused environment.
- Demonstrable experience of working within a structured process.
- Excellent IT Skills (MS Word, Excel and Outlook).
- The ability to work well as part of a team.
- Excitement and willingness to learn.
What We Offer
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back.
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