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Form of workOur client based in Chester are looking for a Customer Relationship Specialist to join their team. The role is a Part-Time, 12-month Fixed Term contract, and includes all administrative activities involved in the processing and management of finance applications and agreements throughout the full lifecycle, ensuring we deliver an efficient and effective service to internal and external customers.
The working hours are Monday to Friday 9am-2:30pm.
The salary is £23,000 (pro rata) plus bonus and benefits.
RESPONSIBILITIES
Provide support to the Sales/Customers with processing of new proposals, including checks on anti-money laundering, credit searching, linking exposures and loading and checking assets.
Responsible for checking and collating documentation and associated paperwork in a timely manner to ensure Customer needs are met and the company are in full compliance with current legislation and credit approvals.
Preparing accurate payments to suppliers, brokers and customers.
Process deposits and initial payments on ALFA system.
Support Sales Team by speaking to Customers, and internal stakeholders to progress with new business transactions.
Receive enquiries by email or telephone, addressing these effectively and in a timely manner.
Ensure all company systems, including ALFA, Salesforce (including Middle Office) are kept updated with relevant Customer information and to agreed data quality standards.
Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators.
Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
WE WOULD LOVE TO HEAR FROM YOU IF:
You have excellent administrative experience/ skills.
You are numerate with analytical ability.
You possess excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
You show strong interpersonal skills, quick to develop and maintain relationship both internally and externally.
You have experience of providing excellent Customer support.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
Have good knowledge of Microsoft Products.
Have previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles
