Client Relationship Manager in Financial Services - Harrow On The Hill, United Kingdom - Debt and Credit Solutions Ltd

Debt and Credit Solutions Ltd
Debt and Credit Solutions Ltd
Verified Company
Harrow On The Hill, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Scope of Role:
You are responsible for supporting our clients needs and ensuring client satisfaction.

You must have an excellent understanding of our services and promote our business and awareness of the company.


Operating Hours:

37.5 hours per week

Flexibility is required at times; however, you will normally be required to work the following hours:

  • Monday
  • Friday: 9:00am
  • 17:30pm

Responsibilities:

Develop open and effective channels of communication with each Client and building strong working relationships

Provide every client with an excellent service from start to finish

Understand the needs of our clients and be able to respond effectively with a solution

Ensure all clients are contacted on a regular basis for feedback

Hold regular client review meetings by phone, Microsoft Teams, or occasionally face-to-face to ensure client satisfaction and excellent delivery of service

Provide regular performance reports and analyse results by monitoring KPIs with the aim of looking for ways to enhance our performance

Investigate and resolve any Client issues

Attend existing client meetings to deliver presentations and discuss performance

Encourage revenue growth by ensuring Clients keep using our service and keep them informed about other services

Improve Clients service procedures, policies, and standards for the organisation

Arrange and book Client meetings including travel arrangements

Ensure all promotional items are well stocked

Attend seminars, conferences, and events where appropriate

Ensure the CRM and case management software is continuously kept up to date

Keep abreast of trends and changes in the credit industry

Control and manage your workload effectively and efficiently and follow company processes

Adhere to the rules and policies set out by the company and its regulators

Remain flexible and committed within a fast-paced environment demonstrating an ability to handle multiple tasks with a proactive approach

Play a key role in driving continuous improvements within the team and company

Cover the Office Administrator role in times of absence

Any ad-hoc duties required as instructed by Management


Required Knowledge and Experience:

Education

  • Good level of general education to GCSE's or GNVQ/NVQ qualification or equivalent
Business Experience

  • Strong customer service /sales background
  • Excellent interpersonal skills
  • Excellent business intelligence and business acumen
  • Highly organised with excellent attention to detail and the ability to adhere to strict deadlines
  • Awareness of the importance of confidentiality, information security and data protection.
  • Excellent written and verbal communication skills
Core Competencies

  • You must be IT literate with experience of using Word and Excel
  • Highly developed communication skills and ability build strong relationships with clients
  • Ability to prioritise workload, to be organised and efficient
  • Capable of working methodically and meticulously
  • Conscientious approach with attention to detail and accuracy
  • Ability to deliver sales pitches and presentations to an audience
  • Selfmotivated and able to maintain deadlines
  • Flexible approach with the capability to adapt to change, new practices and cope under pressure
  • Ability to flourish with mínimal guidance and be proactive
  • Able to integrate within a team and able to work on your own initiative
  • Treat your colleagues, clients and their customers and third parties with respect
  • Friendly and helpful approach
  • Good timekeeping
  • Keep business matters strictly confidential
  • Quick learner
  • Ability to deliver results and meet company expectations
  • Ability to work in a nondiscriminatory manner, in accordance with the Company's Equal Opportunities Policy.
Values and Behaviours

  • Positive mindset with continuous improvement
  • Open and transparent style
  • Flexible and adaptable
  • Attention to detail
  • Team player
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