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Job Role:

Client Relations Executive

Portman Asset Finance, an expanding Asset Finance specialist based in Northamptonshire, is looking to recruit a Client Relations Executive, based in our Brackmills office, to join our team. With a base salary of £26,000- £28,000, and bonus of 5-15%, our role will see you acting as the first point of contact for all client inbound enquiries and leads. As an essential part of the role, the Client Relations Executive will be 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. In addition to this, the successful candidate will also need to contact incoming leads, swiftly calling customers to confirm enquiry information and then passing the lead to an Account Manager.

Due to the nature of the position, we are looking for someone who has an excellent professional and engaging telephone manner. Confidence in dealing with a range of new clients is essential to be a success. Often acting as the first point of call within Portman, and with the role being fast-paced and responsive to inbound enquires, the Client Relations Executive role is key in managing and maintaining an excellent client experience. An overview of the main duties has been provided below:

  • Answer incoming calls and webchat messages, screening and directing to the Sales Team where appropriate;
  • Contact inbound leads, qualifying the opportunity and progressing along the right channels;
  • Ensure our CRM is kept up-to-date with client leads; and
  • Support the Client Relations Team Manager with ad-hoc duties as and when required.

Please note, this role will be based 5 days a week at our Head Office in Brackmills.

Skillset, Experience & Qualifications

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