Client Services Executive - Financial Services

We are looking for a Client Services Executive to join our Financial Services client in Bath.

The focus of this busy Broker Support team is to grow an existing portfolio of accounts. The position requires a high level of administrative support to ensure that proposal information is efficiently presented to the underwriting team.

Overview:

• Develop via the telephone effective relationships with the existing broker account base

• Ensure fast, efficient, high quality, error free processing of proposals/applications in line with customer needs and agreed service levels

• Contact brokers in order to gain information required to establish customer credit approval, and compile deal packages to pass for underwriting decision

• Run credit/land registry searches

• Progress chase and follow-up all accepted proposals in order to win business

• Identify new business opportunities from non-supporting or lapsed broker accounts

• Ensure comprehensive, up-to-date customer account records are maintained on a database

Skills and experience required:

• Experience of working within a sales/relationship support role

• Leasing/broker experience

• Excellent time management

• Good Keyboard Skills/PC knowledge and understanding

• Personally motivated to work in a customer focussed environment with the ability to work well under pressure

• Excellent telephone communication skills

For more information about this role, please get in touch with an updated CV.