At a Glance
- Tasks: Engage with clients via phone and webchat, ensuring excellent service and support.
- Company: Join Portman Finance Group, a leading finance provider for UK SMEs.
- Benefits: Gain valuable experience, professional development, and potential career progression.
- Other info: Dynamic role with opportunities to transition into regulated finance transactions.
- Why this job: Be the voice of our company and help shape client experiences.
- Qualifications: Degree preferred; customer service or sales experience is a plus.
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. The Client Relations Executive will also undertake a number of other varied tasks including but not limited to quality monitoring call recordings and providing feedback to the sales team, obtaining reviews for the business from customers, improving data quality by verifying and merging data records, ensuring business processes are followed and assisting with customer due diligence processes after suitable training.
Due to the nature of the position, we are looking for someone who has an excellent professional and engaging telephone manner. The successful candidate will be confident providing constructive feedback and have a strong attention to detail; the Client Relations Executive role is key in managing and maintaining an excellent client experience.
As the successful candidate grows in the role, there will be opportunity - if the candidate wishes - to support the Regulated Sales Service Team on regulated finance transactions. In time, the successful candidate may have the opportunity to transition into the Regulated Sales Service Team, where 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. All of this would be part of a wider professional development plan, and only if the successful candidate showed an interest in developing into this team, which is well supported with training and compliance support.
Responsibilities
- Quality monitoring of call recordings and providing feedback to sales team
- Assist with complaints handling and complaints resolution matters
- Answer incoming calls and webchat messages, screening and directing to the Sales Team where appropriate
- Ensure our Customer Records Management system 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
- Provide support to the Director of Compliance and Operations on straightforward compliance matters following appropriate training
- Any other appropriate job duties in line with the associated skill and experience of the post holder
Requirements
- Degree-educated is strongly preferred, with a minimum of A-Levels, or equivalent, essential, at BBB or above
- 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
- 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
- Ability to work on own initiative as well as being a team player
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 £1 billion in funding for over 15,000 companies. Portman secures 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. Portman works with any type of private sector business. We have a long and successful history financing a variety of assets, quickly and easily. If you’re looking to lease or purchase further equipment, release equity or simply borrow, Portman can provide your business with the finance it needs.
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.
Client Relations Executive in Northampton employer: Portman Asset Finance Ltd
Portman Finance Group is an exceptional employer located in Northampton, offering a dynamic work environment that prioritises employee growth and development. With a strong focus on customer experience, employees are encouraged to enhance their skills through comprehensive training and support, fostering a culture of collaboration and innovation. The company values its team members, providing them with opportunities to contribute meaningfully while enjoying a supportive atmosphere that promotes work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relations Executive in Northampton
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Portman Asset Finance Ltd. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Portman Asset Finance Ltd before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Relations Executive in Northampton
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Portman Asset Finance Ltd:Your cover letter is your chance to shine! Tell us why you want to work at Portman Asset Finance Ltd specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Portman Asset Finance Ltd!
How to prepare for a job interview at Portman Asset Finance Ltd
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
