We have an exciting opportunity for an individual to join our award-winning team located in Stamford, Lincolnshire. Charles & Dean is a finance brokerage that has been recognised as 'Best Employer (2022)' in the industry, boasting a young and dynamic team that offers great opportunities for career advancement. As a Client Relationship Executive within our Commercial Division, your main responsibility will be to manage communication between clients, lenders and our brokers, whilst managing and maintaining an excellent client experience.
Responsibilities
* Act as the main point of contact between customers, suppliers, and lenders throughout the document processing and payout stages
* To develop and nurture relationships with our customers to uphold our exceptional 5-star Trustpilot rating
* Work closely with the sales team to ensure customer needs and timescales are understood and met
* Ensure that all customer documentation is processed efficiently and submitted to our lenders in a compliant manner, in line with company procedures
* Collaborate with lenders and share best practices
* Keep the company CRM system up-to-date at all times
* Professionally handle phone and email communications
* Delegate tasks to the Payout Coordinators
* Compliance accountability
Requirements
* Excellent written communication skills
* Professional and engaging telephone manner alongside confidence in dealing with a range of clients
* Priority and time management skills
* A team player and problem solver
* Aptitude for providing exceptional customer service
* Commitment to the Charles & Dean values
* Computer and mathematical literacy
* Ability to work efficiently under pressure
* Strong eye for detail
Why Charles & Dean?
* Private Healthcare through Vitality
* Access to Spill Mental Health Support
* Access to Octopus Money Financial Advice
* Enhanced Sick Pay
* Cycle to Work Scheme
* Company Pension
* Referral Programme
* Company Events
* Free Parking
* 22 days Annual Leave, plus Birthday Day Off