Financial Customer Services

CV-Library • Liverpool, Merseyside • 4h ago

Financial Customer Services – Permanent - £27k to £29k DOE - Liverpool

About the Role We are looking for a proactive and highly organised Business Support professional to join a growing team in Liverpool. This role is central to ensuring the smooth running of the inance sales process, supporting both internal teams and external partners. You will play a key part in delivering outstanding customer service, enhancing sales opportunities, and contributing to overall business growth.

Key Responsibilities

Support the end-to-end sales process, from initial proposal through to fulfilment
Produce accurate and competitive finance quotations across multiple business streams
Develop a strong understanding of retail, contract hire, and corporate finance products
Actively support new sales opportunities while maintaining exceptional customer service
Handle customer settlement figures and assist with dealer staff car schemes
Serve as the first point of contact for enquiries from internal stakeholders
Manage key in-house dealer accounts, providing ongoing support throughout the application lifecycle
Assist the Sales team with vehicle procurement and delivery logistics
Support floor managers and help strengthen internal operational processes
Manage accounts without field sales involvement, ensuring consistent service delivery
Prepare commission quotations, including campaigns and promotional structures
Maintain compliance with company policies and uphold high standards of integrity and customer fairness
Provide ongoing support for accounts transitioned from the Field Sales team

Skills & Experience

Strong administrative and system skills with excellent attention to detail
Ability to work efficiently under pressure and meet tight deadlines
Excellent organisational and communication skills
A proactive approach with a strong sense of ownership and accountability
Ability to build and maintain relationships at all levels
Team-oriented with a flexible and positive attitude
Knowledge of the motor trade and vehicle finance is highly desirable
Experience in a broker environment is advantageous but not essential

Excellent benefits on offer!

For further information about this opportunity please call Forrest Recruitment for a confidential discussion – (phone number removed). Alternatively, please forward your CV for immediate consideration, I look forward to hearing from you.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.

Apply directly