Administrator - Customer Services
Adecco
- Chester
- £25,000 per year
- Permanent
- Full-time
- Support the sales team in delivering the business plan by receiving finance proposals from the broker network and entering them into the CRM system.
- Perform all necessary due diligence checks on companies and individuals during the onboarding journey.
- Investigate any queries and escalate them to the compliance area if required.
- Generate finance and security documentation and ensure deals progress smoothly.
- Demonstrate first-class communication skills to deliver exceptional service to customers and broker networks.
- Transfer data accurately from the broker network to the CRM system, paying close attention to detail.
- Conduct personal identity checks and fraud screenings when necessary.
- Verify business credit and perform necessary verification checks.
- Identify potentially fraudulent activity or vulnerable customer requirements and report and escalate as per policy and regulatory procedures.
- Prepare legal documentation, including finance agreements and security documents.
- Complete bank verification process.
- Follow processes accurately and in a timely manner to meet service level agreements.
- Manage cases from start to finish, adhering to due diligence procedures.
- Prepare and send out executed documentation promptly.
- Resolve broker queries efficiently and effectively, providing excellent customer service.
- Communicate effectively, tailoring communication to different audiences.
- Conduct research to understand query backgrounds and respond appropriately.
- Escalate issues or communicate with the Asset Finance Operations Manager when necessary.
- Build strong relationships with the broker network, demonstrating a practical and positive attitude.
- Connect with customers professionally and build rapport with them.
- Stay updated with required training and regulatory requirements, applying knowledge to day-to-day activities.
- Foster positive relationships with the Asset Finance Sales Team and Relationship Managers.
- Identify new system functionality and work with the IT team for implementation.
- Participate in user acceptance testing.
- Contribute to the development of a diverse and inclusive culture.
- Degree or equivalent relevant qualification.
- Strong communication skills and ability to provide a high-quality service.
- Exceptional attention to detail.
- Reliable and honest.