Customer Relationship Specialist

The Business Connection; Chester; On-site; GBP 27,000; Full time

Job summary

An established industry player is seeking a Customer Relationship Specialist to enhance their team in Chester. This dynamic role involves managing finance applications and agreements, ensuring compliance, and delivering exceptional service to both internal and external customers. The ideal candidate will have strong administrative skills, a knack for analytical tasks, and excellent communication abilities to liaise effectively with diverse stakeholders. Join a forward-thinking company that values strong interpersonal relationships and offers a collaborative environment where your contributions will make a significant impact.

Qualifications

• Excellent administrative experience and skills required.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Support Sales/Customers with processing new proposals and compliance checks.
• Ensure timely documentation and payment processing to meet customer needs.
• Maintain accurate customer information in company systems.

Skills

Administrative Skills

Analytical Ability

Communication Skills

Interpersonal Skills

Customer Support Experience

Tools

ALFA

Salesforce

Microsoft Products

Job description

Job Title: Customer Relationship Specialist

Location: Chester

Salary: £27,000

Our client based in Chester is looking for a Customer Relationship Specialist to join their team. The role 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.

RESPONSIBILITIES

1. 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.
2. Responsible for checking and collating documentation and associated paperwork in a timely manner to ensure Customer needs are met and the company is in full compliance with current legislation and credit approvals.
3. Preparing accurate payments to suppliers, brokers and customers.
4. Process deposits and initial payments on ALFA system.
5. Support Sales Team by speaking to Customers and internal stakeholders to progress with new business transactions.
6. Receive enquiries by email or telephone, addressing these effectively and in a timely manner.
7. Ensure all company systems, including ALFA, Salesforce (including Middle Office) are kept updated with relevant Customer information and to agreed data quality standards.
8. Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators.
9. 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:

1. You have excellent administrative experience/skills.
2. You are numerate with analytical ability.
3. You possess excellent communication skills both written and verbal, with the ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
4. You show strong interpersonal skills, quick to develop and maintain relationships both internally and externally.
5. You have experience of providing excellent Customer support.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

1. Have good knowledge of Microsoft Products.
2. Have previous knowledge and experience of the Financial Services Industry and in similar operational or customer-facing roles.

Unfortunately, due to time restrictions we cannot respond to every applicant. In the event that we haven’t contacted you within 48 hours, please take it you have not been successful for this particular role, but your details will be kept on file and considered for all future vacancies.

We are an equal opportunities agency and welcome applicants from all backgrounds.

We are acting on behalf of the client as an Employment Agency in relation to this vacancy.