Ref: SC08LJD90
Posted: Apr 25
Customer Services Co-ordinator
  • Location: Richmond  | 
  • Salary: £26K to £28K  | 
  • Permanent

  • Ref: SC08LJD90
  • Posted: Apr 25
07970 513955

Customer Services Co-ordinator - Asset Finance


£26,500 to £28,500 per annum plus bonus and benefits

Our client is a highly respected vendor and equipment finance company who operate across a broad range of assets and due to growth are looking to recruit a Customer Services Co-ordinator.

The key responsibilities are to personally deliver high quality, flexible customer services which maximise customer satisfaction emphasized by the phrase “delighting the customer”.  Create and develop a pro-active approach to Customer Service with the objective of improving relationships with customers and introducers.  This will include

  • Effectively managing any aspect of customer enquiries (internal and external) by direct or indirect via a range of introducers via phone, e-mail and letter within set service standards. Use of initiative to re-direct or escalate query where necessary whilst maintaining ownership of the query.

  • Checking of early settlements adhering to relevant legislation and company policy.

  • Management of withdrawals and part payments on CCA regulated deals

  • Effective Complaints handling in line with procedure.

  • Production of various documents

  • Manage credit balance and refund requests

  • Handle customer audit requests

  • Communicate and negotiate with clarity and where ever possible confirm that customer issues have been satisfactorily resolved - creating a “win/win” culture.

  • Control, manage and co-ordinate cross department customer functions such as Novations with Risk influencing the time taken and communicating between all interested parties including the customer.

  • Ability to use problem solving skills to produce effective and efficient managed solutions.

  • Provide a range of financial statements and copy documentation to customers

  • Administer the provision of new direct debits and updated bank details and updating Lease Administration system (ALFA) with assistance from Business administrators

  • Ensure compliance with Consumer Credit Act, Money Laundering and Data Protection regulation.

  • Be pro-active in making recommendations for ongoing development of systems and processes

  • Promote company values and ensure responsive resolution to problems that impact on service

  • Other ad hoc duties as and when required

You will ideally have two years' experience from a Financial Services or Asset  Finance background.

In the first instance please send your CV in confidence to Lucy Davies at


07970 513955
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