Client Services Associate

Your role as a Customer Service Specialist within Investment and Savings, is to engage with new and existing clients daily via telephone, chat, and email. With a clear-cut and thorough approach, you will help our lenders and savers to understand our products and ensure that their accounts are set up correctly. You will be building rapport with our clients on a daily basis and gathering feedback in order to provide with a consistent insight into to what lenders and savers would like from and what they like or dislike about our product offerings.

Consistently build relationships and trust with new and existing lenders

You will be in it together and assist with answering calls on our borrower line should this be needed

Whether you are helping new lenders with the account opening process or educating on product offerings and services, you will be passionate about improving the overall lending experience

A quick-thinking problem solver, you will identify issues encountered by our lenders and offer simple explanations and solutions

You will manage your diary effectively, promptly following up with calls and emails

You will remain flexible to perform ad-hoc tasks as and when required by the business

You will attend frequent meetings with Management in order to provide consistent insight into what's working and what lenders would like

The role requires a candidate with previous banking or financial servies experience of carrying out a client service role and handling customer quesries.