Customer Account Executive – Financial Services (B2B)

CBC Recruitment Solutions; Liverpool; On-site; GBP 18,000 - 28,000; Full time

Job summary

CBC Recruitment Solutions is assisting a large financial services client in recruiting Customer Account Executives for their City Centre Liverpool office. The role involves proactive calls to existing customers to keep accounts running smoothly and to build lasting relationships.

Ideal candidates will have customer service experience, excellent communication skills, and an ability to engage a broad range of people over the phone in a fast-paced, team environment with opportunities to progress.

Qualifications

• Experience in customer service or contact centre roles.
• Excellent verbal and written communication skills.
• Ability to talk to a broad range of people over the phone.
• Strong relationship-building and upsell awareness in a fast-paced team environment.

Responsibilities

• Proactively calling existing customers to ensure accounts run smoothly.
• Build long-term relationships and provide excellent service.
• Identify potential opportunities for additional or repeat business.
• Collaborate with team to meet performance targets and customer outcomes.

Skills

Customer service

Phone communication

Active listening

Relationship building

Job description

Our client is a large financial services company who specialise in lending to business customers to help them purchase assets such as cars, commercial vehicles, construction equipment and more.

They are expanding their Liverpool office (City Centre), and are looking for a number of Customer Account Executives to join the team.

The role is responsible for proactively calling existing customers, to ensure their accounts are running smoothly, build long term relationships, provide excellent customer service, and to identify potential opportunities for additional or repeat business.

We are looking for bright enthusiastic individuals who have some customer service experience, excellent communication skills, the ability to talk to a broad range of people over the phone, and who thrive in a fast paced, team environment.

This is an excellent foothold into the business, where there are genuine opportunities to climb the career ladder for those who want to forge a career within the financial services sector.