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Account Executive – Financial Services

Skipton Permanent, Full Time £30000 - £30000 per annum

Ashberry Recruitment are looking for Account Executives to join a financial services provider in Skipton.

  • Resolve client queries in an accurate and expeditious fashion
  • Provide support to clients ensuring the client gets the maximum benefit from the service, thus ensuring increased satisfaction, client longevity and operational efficiency
  • Assist the client on boarding process – ensuring all client accounts are accurately registered and within agreed parameters
  • Ensure that audited and management accounts information is received in a timely manner
  • Ensure client records and client status’ are recorded and implemented promptly
  • Help develop and maintain good commercial relationships within the company and with clients
  • To agree realistic funding limits for clients (up to agreed authority levels) in line with good commercial judgement
  • Contribute to the overall business targets in respect of income to ensure that annual financial objectives are exceeded
  • Fully participate in company initiatives in a positive and proactive manner, ensuring income lines are protected and additional fee’s charged in line with expectations
  • Adopt a professional approach at all times to ensure all clients receive a high level of service in order to increase client satisfaction and extend client life
  • Ensure we operate effectively as a team and communicate to a high level in order to bring out the best in people and motivate staff at all levels by showing you are a team player
  • Educated to GCSE level
  • Invoice finance experience
  • Ability to work accurately and efficiently under pressure
  • Hybrid working available*
  • Holiday trading scheme
  • Pension contribution
  • Employee Assistance Programme
  • Charity initiatives

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