Group Retention Assistant

2MES; Wilmslow; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Group Retention Assistant to join their finance team. This role involves engaging with clients to resolve issues related to direct debits and overdue payments, ensuring a positive experience while maintaining strong relationships. The company fosters a supportive and dynamic work environment, encouraging employees to thrive and contribute to a culture of excellence. With a focus on professional growth, this position offers the chance to work alongside a dedicated team, all while enjoying a range of perks including generous holiday allowances and wellness initiatives. If you are passionate about service and eager to make a difference, this opportunity is perfect for you.

Benefits

25 days holiday

Birthday off

Gym membership discount

Healthcare

Childcare vouchers

Opportunity to purchase extra leave

Pension contributions

Qualifications

• Some experience in credit control processes is desirable.
• Strong communication skills to interact with clients and staff.

Responsibilities

• Contact clients to resolve queries and reinstating direct debits.
• Manage overdue debt and Dunnings letter process.

Skills

Credit Control Processes

Communication Skills

Negotiation Skills

Work Ethic

Prioritization

Positive Attitude

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Group Retention Assistant
Location: Hybrid - split of home and Office (Wilmslow)

The Role:

An opportunity has arisen for a Group Retention Assistant to join our finance team based in Wilmslow.

Key responsibilities:

1. Contact clients who have cancelled their direct debit via telephone, letter & email
2. Query/complaints resolution
3. Re-instate direct debits
4. Secure payment of overdue debt
5. Manage Dunnings letter process

The Person:

1. Some knowledge and experience of credit control processes & procedures desirable
2. Basic knowledge of Liquidation/Insolvency process desirable
3. Experience of Microsoft Word, Excel, Outlook
4. Professional attitude and persona
5. Positive outlook
6. Strong work ethic
7. Able to prioritise workload
8. Negotiation skills
9. Ability to communicate with clients and staff at all levels
10. Generate and maintain solid working relationships with customers and colleagues

About Us:

We are Citation. We are far from your average service provider. Our colleagues bring their brilliant selves to work every day and we create an environment where they can shine. We are a nice bunch. We don’t do office politics or “that’s not my job”. We listen, support and take ownership.

We have been proudly delivering valuable HR and Health and Safety services to SME’s across the UK for over 20 years. Passionate about service, we’re on a mission to revolutionise our colleagues’ and clients’ experience by employing brilliant people who are experts at what they do and smile whilst they are doing it.

Working for Citation, you will have access to 25 days holiday, plus your birthday off work, gym membership discount, healthcare, childcare vouchers, the opportunity to purchase extra leave, pension contributions and more.

It’s a great place to work because of the people we employ. Fun and professional, we want likeminded individuals who love to love their job (no ‘mood hoovers’ here thanks!) and want the Company to succeed.

So, if our culture sounds like a good fit for you and you want to be part of our success story, then send us your details.