P

Client Relations Executive

salary Salary :

£1 monthly

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

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Job Description - Client Relations Executive

Overview

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. The
Client Relations Executive will also undertake a number of other varied tasks
including but not limited to quality monitoring call recordings and providing
feedback to the sales team, obtaining reviews for the business from customers,
improving data quality by verifying and merging data records, ensuring business
processes are followed and assisting with customer due diligence processes
after suitable training.

Due
to the nature of the position, we are looking for someone who has an excellent
professional and engaging telephone manner. The successful candidate will be
confident providing constructive feedback and have a strong attention to detail,
the Client Relations Executive role is key in managing and maintaining an
excellent client experience.

As
the successful candidate grows in the role, there will be opportunity - if the
candidate wishes - to support the Regulated Sales Service Team on regulated
finance transactions. In time, the successful candidate may have the
opportunity to transition into the Regulated Sales Service Team, where
responsibilities would include dealing with finance enquiries from regulated
business customers, assessing their finance options, drafting straightforward
credit applications to lenders, organising the signing of finance paperwork and
ultimately paying out regulated finance deals. All of this would be part of a
wider professional development plan, and only if the successful candidate
showed an interest in developing into this team, which is well supported with
training and compliance support.


Responsibilities
  • Quality
    monitoring of call recordings and providing feedback to sales team

  • Assist
    with complaints handling and complaints resolution matters

  • Answer
    incoming calls and webchat messages, screening and directing to the Sales Team
    where appropriate;

  • Ensure
    our Customer Records Management system 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 obtaining Trustpilot and Google reviews from customers;

  • Provide
    support to the Director of Compliance and Operations on straightforward
    compliance matters following appropriate training; and

  • Any other appropriate
    job duties in line with the associated skill and experience of the post holder.



Requirements

Skills
and experience required

  • Degree -educated is strongly preferred, with a minimum of
    A -Levels, or equivalent, essential, at BBB or above;

  • 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;

  • Ability to type and talk simultaneously;
  • Positive and engaging telephone manner; and
  • Strong Microsoft Office skills with experience of using
    a webchat, or similar, function.

Personal
Attributes

  • Excellent written and oral communications skills;
  • Ability to remain calm under
    pressure and meet deadlines; 

  • Strong organisational skills
    with a high attention to detail;

  • Ability to prioritise and
    handle multiple tasks at any given time in a fast -paced environment; 

  • Pro -active and enthusiastic
    with a can do attitude; 

  • Good commercial acumen; and 
  • Ability to work on
    own initiative as well as being a team player. 


Benefits

Company Overview

Portman Finance Group was
established in 2007 to provide UK SMEs with access to a range of finance
options under one roof. We have now arranged over £1billion in funding for over
15,000 companies.
  

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.

Portman work with any type of private sector
business. We have a long and successful history financing a variety of assets,
quickly and easily. If you’re looking
to lease or purchase further equipment,
release equity or simply borrow, Portman can provide your business with the
finance it needs.

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.


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