Client Success & Settlements Specialist

Shawbrook Bank; City of London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services provider in the City of London is seeking a detail-oriented Client Services Executive to manage introducer accounts. Strong communication skills and proficiency in Excel are crucial for success. You will process client requests, ensure swift settlements, and enhance the customer journey. This role promises a dynamic work environment committed to employee well-being and growth.

Benefits

Market leading family friendly policies

Free access to digital health apps

Cycle to work scheme

Discounts on gym membership

Minimum of 27 days holiday per year

Qualifications

• Strong analytical ability and excellent interpersonal, verbal, and written skills.
• Previous experience in customer service is preferred.
• Experience in the auto finance industry is a plus.

Responsibilities

• Process daily settlement requests from clients.
• Work with teams to ensure quick settlements.
• Analyze and improve the customer journey.

Skills

Attention to detail

Strong analytical ability

Excellent communication skills

Intermediate Excel skills

Relationship building

Tools

MS Office

Job description

A financial services provider in the City of London is seeking a detail-oriented Client Services Executive to manage introducer accounts. Strong communication skills and proficiency in Excel are crucial for success. You will process client requests, ensure swift settlements, and enhance the customer journey. This role promises a dynamic work environment committed to employee well-being and growth.