Sales Support/Processing/Customer Services – Financial Services

CBC Recruitment Solutions; Chester; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated individual to join their asset finance division in Chester. This role involves providing comprehensive sales support, including managing pay-outs, checking documentation, and onboarding new clients. Ideal candidates will have a background in financial services, with a strong emphasis on customer service and back office support. This position offers an opportunity to contribute to a dynamic team within a reputable financial services business, ensuring smooth operations and client satisfaction. If you thrive in a fast-paced environment and are eager to support a growing team, this role could be the perfect fit for you.

Qualifications

• Experience in financial services is preferred, especially in asset finance.
• Strong customer service and back office support skills are essential.

Responsibilities

• Provide full sales support including pay-outs and documentation checking.
• Liaise with customers and onboard new clients.

Skills

Customer Service Skills

Back Office Support

Financial Services Knowledge

Job description

We are currently looking to recruit for the asset finance division of a large financial services business in their Chester office.

The role will be to provide a full sales support function which will include:

1. Pay-outs
2. Documentation checking
3. Liaising with customers
4. Onboarding new clients
5. Ensuring all relevant checks are completed prior to pay-out

In addition, you will provide ongoing support to the wider team/business.

Ideally, we are looking to speak to candidates who have a background in financial services. Asset finance experience would be an advantage but it is not essential. You will have experience in back office support as well as strong customer service skills.