Client Relationship Executive / Customer Support Assistant

Job title: Relationship Executive

Location: Bristol

Salary: £21,000 - £30,000

Hours: Full Time, Permanent

The company is the UK's leading independent invoice finance specialist and a trusted provider of funding solutions to over 7,000 businesses. As a privately-owned business, they understand the challenges and demands of running and growing a business.

Through their network of 19 local offices, they handle annual client turnover of £5 billion and advance in the region of £483m to small and medium sized businesses throughout the country.

Purpose of the Role:

• Management of the client portfolio through periodic reviews, analysis of Management information and compliance of client operating conditions.
• Deliver outstanding client service.
• Outstanding communication and team working skills, internally and externally.
• Accurate processing of client payment.
• Works closely with the Relationship Manager to fully understand and implement the agreed strategy.

Key Responsibilities:

• Work together with and support the credit controllers to achieve agreed standards and targets.
• Customer Service is responsible for delivering the highest levels of customer service and ensuring that the needs of the client are met.
• Risk is responsible for all aspects of the client ledger, authorising payment.
• Effective communication skills - internally and externally.
• Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training.

Key Skills:

• Communications - Maintain a high level of professional conduct with internal and external customers via face to face, on the phone, on email and in written communication.
• Customer Service - Relationship building, provides excellent customer service and understands needs of customers and colleagues. Highlights issues and opportunities on the portfolio to the Relationship Manager.
• Risk Management - Implements and monitors agreed risk standards and highlights any issues to the Relationship Manager or other teams, as appropriate.
• Monitors ops conditions, completes risk factor reports & monthly portfolio review
• Numeracy - Displays an above average ability to work with numbers
• IT Skills - competent user of all relevant Risk systems i.e. Risk Factor
• Collaboration - with Client Service Teams and New Business colleagues to achieve KPI's and Sales Targets
• Decision Making - Takes responsibility for analysing key, relevant facts to come to a thorough and balanced decision or recommendation
• Organisational skills - prioritises work, plans ahead and keeps to deadlines.
• Product Knowledge - Understands key features of all Bibby's products. Maximises the profitability of allocated portfolio through applying the appropriate fee structure and generating income through offering additional services

Requirements of the role:

• Experience - Managing a portfolio of clients, customer service experience, understanding and identifying the needs of the client
• Knowledge - invoice finance knowledge
• Skills - Good organisation & time management, risk aware, outstanding communication

Desirable for the role:

• Experience -Insolvency knowledge, risk
• Skills - Financial basic knowledge
• Qualifications - ABFA

So…

Are you ready for your next ambitious challenge? If so, we look forward to hearing from you!

Please click the APPLY button to send your CV and Cover Letter for this role.

Candidates with the experience or relevant job titles of; Customer Services Executive, Customer Service Representative, Customer Support, Client Service, Customer Service Executive, Customer Services, Customer Assistant, Customer Aid, Customer Service Consultant, Customer Service Administrator, Insurance Customer Services, Customer Service Representative, Customer Advisor, Customer Support, Customer Service Advisor, Customer Service, Contact Centre Executive will also be considered for this role.