WHAT ARE WE LOOKING FOR IN A CANDIDATE?

• We are looking for someone who values teamwork as much as the rest of us
• You will be able to demonstrate lots of passion and initiative to develop a successful and rewarding career
• You will be a quick learner who can grasp new information and respond to your clients’ needs
• Our business moves at a fast pace and can be challenging and exciting so you will need to be confident multitasking
• You are keen to progress within a large team structure and will have a drive to succeed, evidenced by achieving goals and targets
• Attention to detail, in particular an excellent standard of written communication, is vital to always maintain a precise and professional service
• A good understanding of common technology including Microsoft Office, Teams, Outlook etc. is beneficial, although training will be provided
• Where necessary demonstrate the initiative to improve the processes involved in their role

• Producing promotional packs and proposals, contracts for New Business sales and Customer Success upsells in an accurate and timely manner
• Verifying Sales handover documents, adding to KPIs and processing through to Customer Success
• Setting up new clients on the platform including adding credit blocks, services and credit reference agencies.
• Verifying and validating renewals and upsells for Customer Success
• Client International Check Request ordering and processing including additional due diligence to the returned report
• Countersigned agreements recorded and stored on the system admin area and client folder
• Dealing with individuals with SAR queries both over the phone and email
• Assisting the wider teams with technical questionnaires and surveys
• Answering telephone calls professionally, and directing them in an appropriate way
• Welcoming visitors and providing refreshments during their visit
• Ensuring the office is presentable, tidy, warm and welcoming for all visitors
• Checking all meeting rooms on a regular basis and clearing when necessary
• Managing outgoing post from all departments including grouping, franking and Sending letters for Credit Control
• Uploading and updating welcome screens for visitors
• Providing support to other staff as needed
• Scanning, photocopying, binding and managing internal administration where necessary