Client Services Executive

As a Client Services Executive you will need to work with great attention to detail and be able to work well in a team as well as on your own initiative in a fast past environment. Outstanding communication skills are paramount as you will be communicating with your colleagues customers and introducers. You will be expected to become the key contact for your assigned introducer accounts.

• Process daily settlement requests from JBR Capital clients.  
• Work with the finance and collection teams to ensure quick turn-around and efficiency of settlements.  
• Continually analyse and improve the customer journey to ensure that our customers receive seamless efficient and exceptional settlements service. 
• Set up of pay-outs and moving agreements to live updating financial control spreadsheets and loan book data. 
• Own investigate and resolve all Client enquiries regardless of complexity provide excellent service via verbal and written forms of communications.
• Proactively engage other parts of the business to ensure complete understanding of risk and issues that are identified to minimise financial loss.

Qualifications :

• Strong analytical ability and excellent interpersonal verbal and written skills. 
• Intermediate Excel Skills. 
• Previous experience of working in a business renowned for its world class customer service. 
• Competent and confident in relationship building. 
• Forecasting experience. 
• Be able to prioritise workloads.  
• Experience in the auto finance industry  
• Experience of sales admin/client services/sales support/account management/operations within the financial services arena  
• Proficiency in MS Office particularly Excel would be a plus 

Additional Information :

Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

• Market leading family friendly policies such as access to our Maternity Adoption and Paternity policies from Day 1 of your employment
• Free access to Headspace a mindfulness & meditation digital health app
• Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
• EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns mental wellbeing and more general queries around family work housing and health
• Cycle to work scheme
• Discounts on gym membership
• Contributory pension scheme & death in service

Your Lifestyle - Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre enjoying your leisure time.

• Minimum of 27 days holiday per year
• Option to buy or sell holiday days through our flexi-holiday scheme
• Discounts on gym membership nationwide
• Access to discounts on a range of high street and online brands
• Community support and charitable giving

Your Contribution - Were focused on rewarding those that go the extra mile in helping us achieve our goals.

• Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
• Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done

Remote Work :

No

Employment Type :

Full-time