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For Companies At a Glance
- Tasks: Join a dynamic team to deliver top-notch customer service and manage client enquiries.
- Company: Work with a leading property finance solutions provider in Cardiff.
- Benefits: Enjoy 22 days holiday, a competitive salary, and a supportive work environment.
- Why this job: Great opportunity to learn about finance while helping clients achieve their goals.
- Qualifications: No prior financial experience needed; just bring your communication skills and willingness to learn.
- Other info: Full-time role with a Monday to Friday schedule, perfect for work-life balance.
The predicted salary is between 31000 - 43400 £ per year.
Role: Permanent, full-time, office-based
Salary: £31,000 pa
Holiday: 22 days (plus bank holidays)
Working hours: Monday to Friday 09:00 – 17:30
Location: Cardiff
The Client
Our client specialises in providing property finance solutions, including bridging finance, residential finance (including ex pat, buy to let, and private bank mortgages), commercial finance, portfolio loans, business finance, development finance, complex income and second charge mortgages. These are advised on by our internal broker team, or by one of our external broker partners.
As a Customer Services Executive you will be part of a small team delivering outstanding customer service to new and existing clients in our Cardiff office. The main purpose of the role is to handle and convert inbound leads, use outbound contact strategies to convert these enquiries, and be the first point of contact for incoming enquiries.
Whilst the role does not require previous financial knowledge or experience, it is important that you are willing to learn and understand the financial products we offer, to be able best assist with client enquiries.
Responsibilities:
- Manage and respond to new business enquiries, across various communication channels (including telephone, text message, online chat and email), both inbound and outbound.
- Answer incoming calls from new and existing clients.
- Take details of various financial-related enquiries, and refer to the appropriate adviser, either internal or external.
- Update the CRM system accordingly with accurate, timely and detailed records.
- Ensure client expectations are managed throughout every step of the lending process and their outcome is a positive experience.
- Be an excellent communicator and build sound relationships between all of the parties involved throughout the lending process.
- Become an active part in the care of clients and be wholly familiar with the contacts and clients of our Bridging Finance Advisers.
- Full support in packaging cases correctly before submission, ensuring all the required documentation for compliance purposes and the respective lender.
- Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct and compliant.
- Regular liaison with all parties to the lending process (lenders, solicitors, estates agents, valuers, client, etc) to obtain updates on applicant status and proactively progress bridging applications through to offer.
- Working with and adhering to company and FCA policies and procedures.
- Discuss any compliance and quality issues with the adviser and Compliance Officer.
Key skills required:
- Excellent communication skills both verbally and written.
- Organisational skills.
- Proactive team player.
- Friendly and professional attitude and telephone manner.
- Ability to work under pressure.
- Self-motivated.
- Positive ‘can do’ attitude.
- Computer literate (required use of bespoke CRM systems and Microsoft packages).
- Able to quickly build confidence, respect and trust with others.
- Accuracy and an eye for detail.
Knowledge and experience of the following an advantage: bridging finance, residential and BTL mortgages, underwriting and case management.
For more information on this role and to register an interest, please click apply and/or reach out to Harry Driscoll at Prince Talent & Resourcing on 0208 050 1477 / harry@prince-resourcing.co.uk.
Locations
Senior Customer Service Executive employer: Prince Talent & Resourcing Group
Contact Detail:
Prince Talent & Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Customer Service Executive
✨Tip Number 1
Familiarise yourself with the property finance sector, especially bridging finance and mortgages. Understanding these concepts will help you engage more effectively with clients and demonstrate your willingness to learn.
✨Tip Number 2
Practice your communication skills, both verbal and written. Since you'll be handling various inquiries, being able to convey information clearly and professionally is crucial for building trust with clients.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will highlight your ability to handle the fast-paced environment of customer service.
✨Tip Number 4
Be ready to discuss how you can contribute to a positive client experience. Think of specific instances where you've gone above and beyond for customers, as this will resonate well with the hiring team.
We think you need these skills to ace Senior Customer Service Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Senior Customer Service Executive. Emphasise your communication skills, organisational abilities, and any previous customer service roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your willingness to learn about financial products and how your proactive attitude can contribute to the team.
Highlight Relevant Skills: In your application, specifically mention skills such as excellent communication, attention to detail, and the ability to work under pressure. These are key attributes the company is looking for in a candidate.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and can help keep your application top of mind.
How to prepare for a job interview at Prince Talent & Resourcing Group
✨Know the Company and Its Products
Before your interview, take some time to research the company and its financial products. Understanding bridging finance, residential finance, and other offerings will help you answer questions confidently and show your willingness to learn.
✨Demonstrate Your Communication Skills
As a Senior Customer Service Executive, excellent communication is key. Practice articulating your thoughts clearly and concisely, and be prepared to showcase your ability to build relationships with clients during the interview.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage multiple tasks and enquiries effectively. Provide examples from your past experiences where you successfully handled pressure and maintained accuracy in your work.
✨Prepare Questions for the Interviewer
Having thoughtful questions prepared shows your interest in the role and the company. Ask about the team dynamics, training opportunities, or how success is measured in the position to demonstrate your enthusiasm.
