At a Glance
- Tasks: Build strong client relationships and manage finance documentation for smooth transactions.
- Company: A growing Asset Finance Brokerage with a supportive and collaborative culture.
- Benefits: Performance-related bonuses, excellent benefits, ongoing training, and career progression.
- Other info: Dynamic environment with opportunities to work with diverse clients.
- Why this job: Join a successful team and develop your career in the financial services sector.
- Qualifications: Experience in account management or customer service; strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Are you a highly organised and customer-focused professional looking to build your career within the financial services sector? Our client is a well-established and growing Asset Finance Brokerage seeking an Internal Account Manager to join their successful team. This is an excellent opportunity for someone who enjoys building strong client relationships whilst managing the administration and documentation required to support finance transactions.
The Role
As an Internal Account Manager, you will play a key role in supporting clients throughout the finance process, ensuring all documentation is completed accurately and efficiently whilst delivering an exceptional customer experience. Working closely with clients, lenders, and internal stakeholders, you will be responsible for maintaining strong relationships and ensuring transactions progress smoothly from initial enquiry through to completion.
Key Responsibilities
- Building and maintaining strong relationships with clients and finance providers
- Managing finance applications and supporting documentation
- Ensuring all paperwork is completed accurately and in line with compliance requirements
- Liaising with lenders to obtain updates and progress applications
- Acting as a key point of contact for clients throughout the process
- Following up on outstanding information and documentation
- Providing excellent customer service and resolving client queries efficiently
- Maintaining accurate records within internal CRM systems
- Supporting the wider sales and account management team where required
The Ideal Candidate
- Previous experience in an account management, customer service, administration, finance, banking, or brokerage environment
- Excellent communication and relationship-building skills
- Strong attention to detail and organisational abilities
- Ability to manage multiple tasks and priorities effectively
- Professional and client-focused approach
- Proficient in Microsoft Office and CRM systems
- Experience within asset finance, commercial finance, banking, or financial services would be advantageous but is not essential
What's On Offer
- Performance-related bonus scheme
- Excellent benefits package
- Ongoing training and development
- Career progression opportunities within a growing organisation
- Supportive and collaborative working environment
If you are looking to join a successful and expanding business where you can develop your career within asset finance whilst working with a diverse range of clients, we would love to hear from you.
Internal Account Manager in Milton Keynes employer: JAMES GEORGE RECRUITMENT LIMITED
Join a dynamic and supportive team at a well-established Asset Finance Brokerage, where your career as an Internal Account Manager can flourish. With a strong emphasis on employee development, you will benefit from ongoing training, a performance-related bonus scheme, and a collaborative work culture that values client relationships and exceptional service. This is an ideal opportunity for those seeking meaningful employment in the financial services sector, with ample room for growth and progression.
Contact Details:
JAMES GEORGE RECRUITMENT LIMITED Recruitment Team
