Broker And Client Support Specialist

Description:

Banking & Finance
Client Services
Are you a detail-oriented and reliable professional with a passion for building and maintaining strong client/broker relationships? Do you thrive in fast-paced environments and possess expert-level data entry skills? If so, we want you to join our dynamic team!

Our Purpose

We are on a big journey at ScotPac pushing the boundaries of SME lending. We started our journey over 30 years ago with a very relationship focused approach helping the SME market with their cashflow requirements. Customer relationships remain in our DNA.
We want to make it even easier for businesses to obtain the finances that they need to thrive and grow in today’s marketplace with disruptive experiences and products.

What you'll do:

• Act as a primary point of contact for brokers and clients, fostering strong and lasting relationships.
• Provide exceptional customer service through regular communication, ensuring client satisfaction.
• Accurately input and update data into CRM and LMS systems, ensuring information is always current and precise.
• Handle a high volume of transactions and client/broker requests in a timely and efficient manner.
• Troubleshoot issues and proactively address client/broker concerns, offering solutions that align with company policies and client/broker needs.
• Collaborate with internal teams to deliver tailored solutions and updates to clients/brokers.
• Assist with managing schedules, deadlines, and priorities in a high-volume, fast-paced environment.
• Assist with daily collections administration tasks and record keeping.
• Process and manage client payment changes, ensuring accuracy and compliance with company policies.
• Coordinate with the finance team on payment processing and reconciliation.
• Maintain records of collections activities, client communications, and payment agreements.
• Implement and support collections strategies to enhance recovery rates while maintaining positive client relationships.

What you’ll bring with you:

• Exceptional attention to detail, with a strong ability to spot errors and inconsistencies.
• Ability to thrive in a fast-paced, high-pressure environment while maintaining quality and accuracy.
• Personable, professional, and able to build rapport quickly with clients, brokers, and colleagues alike.
• Excellent communication skills, both written and verbal.
• Strong organizational and time-management skills, with the ability to manage multiple tasks simultaneously.
• Reliable and dependable with a strong sense of accountability.

What We Bring:

• An opportunity to gain valuable experience with guidance and mentorship from leading industry experts
• We support all types of flexible working that allow you to balance your work, your life and your passions
• Wellness benefit centered around your physical, mental, financial and social health including a $299 allowance to spend on your health each year.
• Birthday leave
• Leave incentive policy
• Wellbeing Day
• Equal Opportunity Paid Parental Leave
• Collaborative and inclusive culture – everyone is friendly and happy to help
• Support of ongoing professional development and professional certifications
• Charity events with all donations doubled by the company
• 2 days volunteer leave per annum

If you’re ready to bring your expertise and positive energy to a role where attention to detail, client relationships, and collections support are key, we’d love to hear from you!
Please note as part of the recruitment process candidates may be required to complete an Anti-Money Laundering Check, Bankruptcy & Personal Insolvency Check and Police Check