Customer Relations Executive at Portman Finance Group Ltd
England, Louisiana, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

22 Nov, 26

Salary

0.0

Posted On

24 Aug, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Translation & Localization

Description

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.

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Responsibilities
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