Customer Relations Executive

JR United Kingdom; Northampton; On-site; GBP 28,000 - 32,000; Full time

Job summary

An established industry player is seeking a dynamic Client Relations Executive to enhance client experiences in a fast-paced environment. This role involves managing inquiries through calls and webchat, ensuring clients are directed to the appropriate sales team members. The ideal candidate will possess excellent communication skills and a positive telephone manner, with opportunities for progression into regulated finance transactions. Join a company that has facilitated over £1 billion in funding for SMEs, and be part of a team that values client satisfaction and professional growth.

Qualifications

• Experience in customer service or account management is advantageous.
• Strong communication skills are essential for this role.

Responsibilities

• Answer incoming calls and webchat messages, directing to the Sales Team.
• Contact inbound leads and qualify opportunities effectively.

Skills

Customer Service

Sales Experience

Microsoft Office

Communication Skills

Organizational Skills

Job description

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Customer Relations Executive, northampton

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Client:

Portman Finance Group

Location:

northampton, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Portman Finance Group are seeking a Client Relations Executive to join the team in Northampton.

The Client Relations Executive will be responsible for answering initial queries, either via the telephone or through webchat, with the need to quickly qualify and pass the client onto the appropriate sales team member where appropriate. In addition to this, the successful candidate will also need to contact incoming leads, swiftly calling customers to confirm enquiry information and then passing the lead to an Account Manager.

The ideal candidate will have an excellent professional and engaging telephone manner. Confidence in dealing with a range of new clients is essential to be a success. Often acting as the first point of call within Portman, and with the role being fast-paced and responsive to inbound enquires, the Client Relations Executive role is key in managing and maintaining an excellent client experience.

This role presents an opportunity to progress to supporting the Regulated Sales Service Team on regulated finance transactions. Responsibilities would include dealing with finance enquiries from regulated business customers, assessing their finance options, drafting straightforward credit applications to lenders, organising the signing of finance paperwork and ultimately paying out regulated finance deals.

Responsibilities

• Answer incoming calls and webchat messages, screening and directing to the Sales Team where appropriate;
• Contact inbound leads, qualifying the opportunity and progressing along the right channels;
• Ensure our CRM is kept up-to-date with client leads and summaries;
• Support the Client Relations Team Manager and Director of Compliance and Operations with ad-hoc duties as and when required;
• Assist with obtaining Trustpilot and Google reviews from customers;
• Assist, with development and training, with complaints handling and complaints resolution matters;
• Provide support to the Director of Compliance and Operations on straightforward compliance matters following appropriate training; and
• Any other appropriate job duties in line with the associated skill and experience of the post holder.

Skills and experience required

• Previous Sales or Professional Services Secretarial, Customer Service or Account Management experience is advantageous but not essential;
• Ability to communicate clearly in-person, over email, and on the telephone;
• Ability to quickly and confidently screen and progress calls and webchat enquiries through to appropriate Sales Team members;
• Ability to type and talk simultaneously;
• Positive and engaging telephone manner; and
• Strong Microsoft Office skills with experience of using a webchat, or similar, function.

Personal Attributes

• Excellent written and oral communications skills;
• Ability to remain calm under pressure and meet deadlines;
• Strong organisational skills with a high attention to detail;
• Ability to prioritise and handle multiple tasks at any given time in a fast-paced environment;
• Pro-active and enthusiastic with a can do attitude;
• Good commercial acumen; and
• Ability to work on own initiative as well as being a team player.

Company Overview

Portman Finance Group was established in 2007 to provide UK SMEs with access to a range of finance options under one roof. We have now arranged over £1billion in funding for over 15,000 companies.

Portman secure finance for businesses of all sizes via our own lending and panel of over 40 partners. We offer flexible payment terms, reducing large initial outlays and protecting cash-flow, and are one of the largest privately owned Broker-Lenders in the UK.

Please note that as part of the recruitment process a criminal records check/credit history check will be carried out by an authorised third party.

Pay: £28,000.00-£32,000.00 per year + annual bonus