Financial Services Coordinator

1 month ago


Epsom, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time
Financial Support Associate

We are seeking a skilled and empathetic individual to join our client, a leading provider of financial services, based in the local area. As a Financial Support Associate, you will be the primary point of contact for customers seeking assistance with debt management and financial wellbeing.

Key Responsibilities:
  • Engage with customers to understand their financial situations and provide tailored support to help them manage their debt.
  • Conduct affordability assessments to determine suitable payment plans and work with customers to create mutually beneficial agreements.
  • Identify and address potential vulnerabilities, including mental health concerns, to ensure customers receive comprehensive support.
  • Liaise with external partners, such as debt charities and money advice centres, to provide customers with additional resources and guidance.
  • Manage customer payments, including due dates, card payments, and direct debit changes, to ensure timely and efficient processing.
  • Resolve first-level customer complaints and respond to incoming correspondence in a timely and professional manner.
Requirements:
  • Previous experience in arrears, collections, and debt management.
  • Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues alike.
  • Proficiency in IT systems and tools, with a keen eye for detail and accuracy.
  • Able to work independently and as part of a team, with a strong focus on delivering exceptional customer service.
  • Self-motivated and results-driven, with a passion for helping others achieve financial stability.

This role offers a competitive benefits package and a hybrid working arrangement, allowing you to balance work and personal life while making a meaningful impact in the lives of our customers.



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