Client Finance Administrator

Main Responsibilities

To manage a portfolio of customers after the set-up stage until the termination of their plan offering support and guidance to all customers whilst maintaining a knowledgeable and professional manner at all times.

Key Tasks:

  • Maintain a highly professional and informative manner in all dealings with customers
  • Personally manage a portfolio of customers on a daily/weekly/monthly basis providing support and guidance
  • Take inbound and outbound calls from both Customers and Creditors
  • Conduct courtesy calls on a monthly basis to provide regular updates to customers
  • Effectively deal with all customers queries and correspondence
  • Make full and accurate notes on Casemaster after each call taken
  • Set up payment arrangements with creditors on behalf of customers
  • Ensure all post and diaries are accurately actioned and kept within the required 2 day SLA
  • Treat each customer fairly and always act in their best interests.
  • Ensure portal messages from customers are actioned the same working day
  • Ensure that data protection checks are done at the start of every call
  • Ensure all agreed call backs are carried out in a regular and timely manner.
  • Be transparent with the customer at all times.
  • Demonstrate flexibility in an ever changing and improving environment coupled with a positive attitude and a high standard of self conduct.
  • Attend any meetings/training sessions as requested by your Manager, taking on board any further actions requested.
  • Comply with further training/implementation of improvements.
  • Co-operate with Senior Managers and carry out any duties as requested.
  • Any other responsibility required to perform the role.

These responsibilities may change depending on the business requirements

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