Broker Relationship Support Specialist

Career Choices Dewis Gyrfa Ltd; West Bromwich; On-site; GBP 25,000 - 26,000; Full time

Job summary

A financial services organization based in West Bromwich seeks a Relationship Development Assistant to deliver outstanding service to brokers. This role involves communicating via phone and email to handle queries, assisting with payments, and ensuring compliance with governance. Ideal candidates will demonstrate a positive attitude, strong teamwork, and a customer-centric approach, alongside previous financial services experience. The position offers development opportunities, a competitive salary, and various employee benefits.

Benefits

25 days holiday plus bank holidays

Paid volunteering days

Pension scheme with employer contribution

Life assurance

Private medical insurance

Salary Sacrifice Electric/Hybrid Car Scheme

Discounted Perkbox account

Qualifications

• Experience in a telephone-based Sales and Support Team is desirable.
• Fluency in the Society’s Lending Policy and products is necessary.

Responsibilities

• Providing exceptional service to brokers via phone or email.
• Handling queries confidently and assisting with payments.
• Complying with regulatory governance and internal controls.
• Contributing to specified minimum capture rate on calls.
• Assisting with colleague training and maintaining productivity.

Skills

Positive attitude

Team spirit

Clear communication

Customer centric

Flexibility

Initiative

Curious mindset

Education

Experience in a financial customer service environment

Experience within a lending environment

Job description

A financial services organization based in West Bromwich seeks a Relationship Development Assistant to deliver outstanding service to brokers. This role involves communicating via phone and email to handle queries, assisting with payments, and ensuring compliance with governance. Ideal candidates will demonstrate a positive attitude, strong teamwork, and a customer-centric approach, alongside previous financial services experience. The position offers development opportunities, a competitive salary, and various employee benefits.