Client Service Advisor

4 weeks ago


Skipton, North Yorkshire, United Kingdom Skipton Building Society Full time

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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