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Client Relationship Officer

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  • Ref: JH5001

Client relationships Officer required for our established local business providing financial funding to local businesses throughout the South West. This role is focusing on being the first point of contact to clients providing concise and consistent information relating to lenders and borrowers. You will provide support to 2 managers and will be expected to juggle a busy workload.

Client Relationship Officer responsibilities include...

Key responsibilities of this role will involve:-

·         Explaining in detail and with confidence the lender and borrower propositions to clients and introducers.

·         Booking appointments for clients with relevant managers.

·         Identifying opportunities for attracting new clients.

·         Maintaining and updating the bespoke business system for records client and introducer data.

Client Relationship Officer requirements include...

This is a varied role which requires someone with a confidence personality and who can communicate with people at all levels. In addition you will offer the following:-

·         Good Word, Excel and PowerPoint skills.

·         Experience in a similar customer facing role, ideally within a commercial or financial industry.

·         A strong focus on providing first class customer service.

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