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Financial customer services

Liverpool (Merseyside)
Forrest Recruitment
Service
€28,000 a year
Posted: 27 April
Offer description

Financial Customer Services - Permanent - £27k to £29k DOE - Liverpool


About the Role

We are looking for a proactive and highly organised Business Support professional to join a growing team in Liverpool. This role is central to ensuring the smooth running of the inance sales process, supporting both internal teams and external partners. You will play a key part in delivering outstanding customer service, enhancing sales opportunities, and contributing to overall business growth.


Key Responsibilities

* Support the end-to-end sales process, from initial proposal through to fulfilment
* Produce accurate and competitive finance quotations across multiple business streams
* Develop a strong understanding of retail, contract hire, and corporate finance products
* Actively support new sales opportunities while maintaining exceptional customer service
* Handle customer settlement figures and assist with dealer staff car schemes
* Serve as the first point of contact for enquiries from internal stakeholders
* Manage key in-house dealer accounts, providing ongoing support throughout the application lifecycle
* Assist the Sales team with vehicle procurement and delivery logistics
* Support floor managers and help strengthen internal operational processes
* Manage accounts without field sales involvement, ensuring consistent service delivery
* Prepare commission quotations, including campaigns and promotional structures
* Maintain compliance with company policies and uphold high standards of integrity and customer fairness
* Provide ongoing support for accounts transitioned from the Field Sales team


Skills & Experience

* Strong administrative and system skills with excellent attention to detail
* Ability to work efficiently under pressure and meet tight deadlines
* Excellent organisational and communication skills
* A proactive approach with a strong sense of ownership and accountability
* Ability to build and maintain relationships at all levels
* Team-oriented with a flexible and positive attitude
* Knowledge of the motor trade and vehicle finance is highly desirable
* Experience in a broker environment is advantageous but not essential


Benefits

Excellent benefits on offer!

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