Client Service Adviser

7 months ago


Skipton, United Kingdom Skipton Building Society Full time

Hours:

The role of Client Service Adviser is a fulltime, permanent position based on 35 hours per week.
To ensure the best onboarding and training experience the successful candidate will be required to work at our Head Office in Skipton for the first 6 months. Following successful probation, the role of Client Service Advisor offers hybrid working with a set rota of 5 days in our Head Office and 5 days working from home.

Salary:

£25,750 Per Annum

Closing Date:

Sun, 16 Jun 2024

Do you have an enthusiastic approach and a positive "Can Do" attitude?

Are you a determined, resilient, and confident communicator?

If you can answer "yes" to the above and you enjoy managing your own workload, whilst being a part of a dedicated and dynamic team, then this fantastic opportunity could be for you

Skipton Business Finance are looking for someone who is passionate about delivering an outstanding service, is great at building relationships and has a passion to learn as the company grows and expands. Direct experience and formal qualifications are not necessary as full training is provided, with the opportunity to further your career within the Invoice Finance industry.

Who We Are

Skipton Business Finance, part of the Skipton Group, have been helping UK SMEs fulfil their aspirations for over 20 years by providing working capital solutions that support their ambitious growth plans.

With a rich history rooted in reliability and innovate, we leverage our expertise to offer a diverse range of financial products, including invoice finance. Our commitment to understanding the unique needs of each client enables us as a team to deliver personalised and responsive services, fostering long-term partnerships built on trust and mutual success.

At Skipton Business Finance, we strive to be more than just a financial provider. We aim to be a strategic ally, guiding businesses towards sustainable growth and prosperity. Join our team as we navigate the dynamic landscape of business finance together.

What’s In It For You

Skipton Group values work/life balance and we are proud to support hybrid and flexible working, where possible. To ensure the best onboarding and training experience the successful candidate will be required to work at our Head Office in Skipton for the first 6 months. Following successful probation, the role of Client Service Advisor offers hybrid working with a set rota of 5 days in our Head Office and 5 days working from home. We have a newly refurbished head office which offers a vibrant and collaborative working space.

We have a range of other benefits available to you including

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.

This role offers a basic salary of up to £26,000 depending on experience.

What Will You Be Doing

Primary Duties

To be responsible for the sales ledger maintenance, month end reconciliation and credit control for a portfolio of Factored, White Label and Invoice Discounting clients.

To be responsible for the accurate processing and allocation of all notification schedules, cash / BACS receipts and collating any necessary paperwork for a portfolio of clients.

To report potential risk situations to the relevant parties.

To build and maintain Client and Debtor relationships, promoting the name of SBF by providing a first class customer service.

To generate possible prospective clients by recognising the opportunity of offering our services.

Handling a portfolio of clients, you will

Provide outstanding customer service.

Accurately undertake all the daily processing for clients.

Accurately allocate and reconcile cash and credit notes.

Ensure that new debtors are set up within 24 hours of receipt of suitable information.

Chase all invoices from the Advance Notice of Disapprovals report.

Chase each client’s top overdue accounts on a regular basis throughout the month.

Achieve monthly collection targets.

Review each client’s disputes with the client at least once a month.

Undertake month end reconciliations.

Ensure adherence to the practices and procedures.

Undertake sounding/verification exercises on a daily basis to ensure we are protecting the security of SBF.

To take the appropriate legal action against Debtors when necessary.

Deal with returned/bounced cheques in a timely manner.

What Do We Need From You?

Experience / Qualifications / Knowledge required:

Ability to work accurately and efficiently under pressure and to strict deadlines.

Computer literate with fast, accurate keyboard skills.

Excellent communication skills, both written and verbal due to level of customer/client interaction.

Excellent numeracy skills

The ambition to complete relevant industry qualifications (UK Finance Foundation course).

Desirable:

Experience in the Invoice Finance Industry.

Credit Control.



  • Skipton, United Kingdom Skipton Building Society Full time

    Hours: 35 hours per week on a permanent contract. Shift patterns supporting department operating times. Occasional Saturday morning shifts on a rota basis. Current Operating Hours: Monday – Thursday 8am-6pm, Friday 8am-5.30pm, Saturday 9am-12pm. Please note these are subject to change. Hybrid working arrangements can be considered after an...


  • Skipton, United Kingdom NJR Recruitment Full time

    Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team in Leeds City Centre What's in it for you? Great Salary 25 Days holiday + Bank Holidays Quarterly Bonus AND...


  • Skipton, North Yorkshire, United Kingdom SaccoMann Full time

    We are working with a reputable law firm based in Skipton, who are keen to recruit an experienced Private Client Legal Executive. The ideal candidate will have a strong background in Private Client law, with experience in handling Wills, LPAs, Estates and Tax matters.The successful candidate will be responsible for managing their own caseload, advising...

  • Client Advisor

    7 months ago


    Skipton, United Kingdom Marsh Full time

    We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. We have a fantastic opportunity for a **Commercial** **Account Manager** **to join our Commercial team located in our Peterborough office. This is the perfect role for...


  • Skipton, United Kingdom CV-Library Full time

    Customer Service Advisor Full time and permanent January 2024 start date Skipton £12p/h Are you passionate about providing a first class service? Would you describe yourself as customer orientated? Love working in a fast paced environment? I am recruiting for a number of Customer Service Advisors on behalf of a leading household name! You will be...


  • Skipton, North Yorkshire, United Kingdom RBUK Legal Full time

    RBUK Legal, an esteemed Yorkshire law firm, seeks a skilled Private Client Attorney to join their team in Skipton.The successful candidate will contribute to the firm's longstanding reputation for excellence in private client services. The Private Client department is well-supported by proficient Legal Assistants, advanced ICT systems, and established...

  • Service Industry Role

    4 weeks ago


    Skipton, North Yorkshire, United Kingdom Search Full time

    Customer Service Advisor RoleLocation: SkiptonHourly Rate: £12/About the Opportunity:We are seeking a skilled Customer Service Advisor to join our team. As a key contact point for our customers, you will be responsible for taking inbound calls, providing product knowledge, and resolving customer complaints.Your Key Responsibilities:Delivering a first-class...


  • Skipton, United Kingdom The AshdownJones The Dales Ltd Full time

    **Could you be a world-class Client Executive Assistant? We’re hiring at AshdownJones!** As ‘deputy happiness officer’, you will have experience of putting clients’ happiness at the forefront of everything you do. You’ll be passionate and enthusiastic about client wins and successes, as well as being embarrassingly organised. You need to be...


  • Skipton, North Yorkshire, United Kingdom Search Full time

    Job Title: Customer Service AdvisorLocation: SkiptonHourly Rate: £12Job Overview:This is an excellent opportunity to join a leading household name as a Customer Service Advisor. As a key member of our team, you will be responsible for taking inbound calls from customers, providing product knowledge, and resolving customer complaints.Your Key...


  • Skipton, United Kingdom Search Full time

    Customer Service AdvisorFull time and permanentJanuary 2024 start dateSkipton£12p/hAre you passionate about providing a first class service? Would you describe yourself as customer orientated? Love working in a fast paced environment?I am recruiting for a number of Customer Service Advisors on behalf of a leading household name! You will be joining an award...


  • Skipton, North Yorkshire, United Kingdom RBUK Legal Limited Full time

    An esteemed Yorkshire-based law firm, RBUK Legal Limited, is seeking a skilled Private Client Lawyer to contribute to their team's excellence in private client services.The firm's Private Client department is well-supported by proficient Legal Assistants, advanced ICT systems, and established precedents such as Practical Law.Key Responsibilities:Handle a...

  • Customer Adviser

    7 months ago


    Skipton, United Kingdom Skipton Building Society Full time

    Hours: 35 hours per week, You will be working shifts based on the department opening hours of 8am-6pm Mon-Thurs, 8.30-5.30 Friday and Saturday 9am-12pm on rotation (once a month). Salary: £30,000 Per Annum Closing Date: Wed, 19 Jun 2024 We’re on the lookout for new team members for our Credit Management team within the Homes Business at...


  • Skipton, North Yorkshire, United Kingdom REACH INTERNATIONAL INC Full time

    Job Title: Financial Services ManagerSalary: £60,000 - £80,000 per annum.We are seeking an experienced Financial Services Manager to join our team in Skipton, Yorkshire. As a seasoned professional, you will be responsible for managing audit client relationships with a varied client base.The ideal candidate will have a thorough knowledge of UK GAAP and a...


  • Skipton, North Yorkshire, United Kingdom SaccoMann Full time

    A well-established law firm based in Skipton is seeking an experienced Private Client Legal Executive to join their team. The ideal candidate will have a strong background in Private Client law, with experience in handling Wills, LPAs, Estates and Tax matters.The successful candidate will be responsible for managing their own caseload, advising clients on...


  • Skipton, United Kingdom Solaris Full time

    Solaris is Europe’s leading embedded finance platform empowering the future of financial services. As a tech company, we enable businesses to easily provide trusted and innovative financial experiences to their customers. Through smart APIs, our partners can embed financial services quickly and compliantly into their own product offerings. We love what we...


  • Skipton, United Kingdom IPS Group Full time

    About the Role: Financial Service SpecialistWe are seeking an experienced Financial Service Specialist to join our accounts team at IPS Group. As a Financial Service Specialist, you will be responsible for ensuring all invoice transactions are processed accurately and efficiently while maintaining high standards of customer satisfaction for both internal and...


  • Skipton, North Yorkshire, United Kingdom Lyons Recruitment Full time

    Be part of a sustainable retail revolution!About the PositionWe seek an experienced professional to join our client's team as a Finance Manager, focusing on sustainability and customer satisfaction.Key Duties:Foster a culture of sustainability within the organization.Develop and implement quality control measures.Provide exceptional customer service to meet...

  • Accounting Senior

    7 months ago


    Skipton, United Kingdom Armstrong Watson Full time

    **About Armstrong Watson LLP** As an expanding business with 16 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 35 firms of accountants and business advisers. With approximately 570 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...


  • Skipton, United Kingdom JBA Group Full time

    Are you a motivated individual who thrives on working as part of a team? Are you known as ‘the organised one’ in your friendship groups or among your colleagues? Would you enjoy supporting our company values and evolving processes? Are you open for a challenge? If so, we want to hear from you! **Your role** You will work as part of the Business...


  • Skipton, United Kingdom Fortem People Full time

    **Job description** Our client is an extremely established superbrand, renowned for their award-winning customer service. We are looking recruit a new member to their small team of customer advisors, to deal with general customer enquiries and provide a 5* experience for their customers. **This is initially a temporary maternity cover contract for approx....