Client Service Advisor
4 weeks ago
Role Overview
The Client Service Advisor will be responsible for maintaining the sales ledger, performing month-end reconciliations, and credit control for a portfolio of clients. This role requires excellent communication skills, both written and verbal, due to the level of customer/client interaction.
Key Responsibilities
- Accurately process and allocate all notification schedules, cash/BACS receipts, and collate any necessary paperwork for a portfolio of clients.
- Report potential risk situations to the relevant parties.
- Build and maintain Client and Debtor relationships, promoting the name of SBF by providing a first-class customer service.
- Generate possible prospective clients by recognising the opportunity of offering our services.
Requirements
- Ability to work accurately and efficiently under pressure and to strict deadlines.
- Computer literate with fast, accurate keyboard skills.
- Excellent numeracy skills.
- The ambition to complete relevant industry qualifications (UK Finance Foundation course).
What We Offer
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days.
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
- Quarterly discretionary bonus scheme.
- Matching employer pension contribution (up to 10% per annum).
- A commitment to training and development.
- Private medical insurance for all our colleagues.
- Salary Sacrifice Scheme for Hybrid/Electric Car.
- Colleague Mortgage (conditions apply).
- Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups.
- We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership.
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