Client Services Executive - 12 Month FTC

• Working as part of a wider team supporting the growth of the business. Client Management Risk Portfolio Support Audit to ensure a deep understanding of relationship status risk ratings and any bespoke requirements
• Tasks include (but not restricted to) inputting schedule soundings check processing client payments within prescribed timescales in accordance with Shawbrook policy and operational mandates answering internal and external telephone calls and monitoring team mailboxes
• Inputting client data accurately into internal systems within deadlines to support with data management and month end reconciliation
• Building highly effective relationships with Client Managers Clients to ensure queries are dealt with in a timely and professional manner
• Adhere to all Legal Regulatory Compliance and Business policies and procedures.
• Continually seek out opportunities to improve the operation and build efficiencies into processes to reduce manual workload
• Own investigate and resolve all Client enquiries regardless of complexity provide excellent service via verbal and written forms of communications.
• Proactively engage other parts of the business to ensure complete understanding of risk and issues that are identified to minimise financial loss.
• Support Senior/Client Support Manager through provide accurate reporting on processes completed and variance to ensure individual / departmental MI is available to drive performance and forecasting
• Completion of regulatory training courses within deadlines such as Data Protection Act Money Laundering Regulations Financial Crime and ensure full understanding and responsibilities are consistently applied
• Continuously develop self in knowledge and day to day role taking on feedback and action whilst supporting others to do the same. Maintain Skills Matrix and adherence to Training and Competency Framework
• Always act as a role model for the Shawbrook values and encouraging others to do the same

Qualifications :

• Minimum of 1 year banking or financial services experience
• Minimum of 1 year Customer Service experience
• Preferred Sales Ledger Reconciliation knowledge
• Credit Control useful but not essential
• Possess a solid understanding of Invoice Discounting / Asset Based lending
• Sound analytical and problemsolving skills
• Ability to learn new skills as the business grows enabling us to meet service standards
• Computer literate (good knowledge of MS Office suite Excel Word)

Additional Information :

Your Wellbeing We take your health and wellbeing very seriously by providing a range of benefits to give you and your family peace of mind. These include:

• Market leading family friendly policies such as access to our Maternity Adoption and Paternity policies from Day 1 of your employment
• Free access to Headspace a mindfulness & meditation digital health app
• Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
• EAP (Employee Assistance Programme) Offering you support on a wide range of subjects including financial concerns mental wellbeing and more general queries around family work housing and health
• Cycle to work scheme
• Discounts on gym membership
• Contributory pension scheme & death in service

Your Lifestyle Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre enjoying your leisure time.

• Minimum of 27 days holiday per year
• Option to buy or sell holiday days through our flexiholiday scheme
• Discounts on gym membership nationwide
• Access to discounts on a range of high street and online brands
• Community support and charitable giving

Your Contribution Were focused on rewarding those that go the extra mile in helping us achieve our goals.

• Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
• Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done

Remote Work :

No

Employment Type :

Fulltime