Portman Finance Group are seeking a Client Relations Executive to join the team in Northampton.
The Client Relations Executive will be responsible for answering initial queries, either via the telephone or through webchat, with the need to quickly qualify and pass the client onto the appropriate sales team member where appropriate. In addition to this, the successful candidate will also need to contact incoming leads, swiftly calling customers to confirm enquiry information and then passing the lead to an Account Manager.
The ideal candidate will have an excellent professional and engaging telephone manner. Often acting as the first point of call within Portman, and with the role being fast-paced and responsive to inbound enquires, the Client Relations Executive role is key in managing and maintaining an excellent client experience.
This role presents an opportunity to progress to supporting the Regulated Sales Service Team on regulated finance transactions. Answer incoming calls and webchat messages, screening and directing to the Sales Team where appropriate;
Ensure our CRM is kept up-to-date with client leads and summaries;
Support the Client Relations Team Manager and Director of Compliance and Operations with ad-hoc duties as and when required;
Assist, with development and training, with complaints handling and complaints resolution matters;
Provide support to the Director of Compliance and Operations on straightforward compliance matters following appropriate training; Previous Sales or Professional Services Secretarial, Customer Service or Account Management experience is advantageous but not essential;
Ability to communicate clearly in-person, over email, and on the telephone;
Ability to quickly and confidently screen and progress calls and webchat enquiries through to appropriate Sales Team members;
Positive and engaging telephone manner; Strong Microsoft Office skills with experience of using a webchat, or similar, function.
Good commercial acumen; Portman Finance Group was established in 2007 to provide UK SMEs with access to a range of finance options under one roof. Portman secure finance for businesses of all sizes via our own lending and panel of over 40 partners. We offer flexible payment terms, reducing large initial outlays and protecting cash-flow, and are one of the largest privately owned Broker-Lenders in the UK.
Please note that as part of the recruitment process a criminal records check/credit history check will be carried out by an authorised third party.
00 per year + annual bonus
Company events
Company pension
Free parking
Monday to Friday
customer service: