Client Services Executive

Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver.  We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders.

We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally.  We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers.

The business model we have created is unique and difficult to replicate, with our ‘best of both’ approach combining deep human expertise with advanced digital, tech and data capabilities.  This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale.  We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent. If you’re willing to roll up your sleeves, contribute new ideas and believe anything is possible, you’re our kind of person.

Work with us because you:

• Want to be part of a bank built for the dynamics of the modern world
• Relish a challenge and enjoy a fast-paced, innovative and hardworking culture
• Enjoy finding new and better ways to solve complexity and make things happen
• Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups
• Care about society and the environment and want to be part of a business that cares too
• Want to continue to grow professionally and be the best version of yourself

As a Client Services Executive, you will play a key role in delivering a first-class experience to our high-net-worth clients and introducers within the luxury, classic, and performance car market. This role requires exceptional attention to detail, professionalism, and the ability to perform effectively both independently and as part of a team in a fast-paced environment. 

Outstanding communication and relationship management skills are essential, as you will regularly engage with discerning customers, specialist dealers, and internal teams. You will also act as the dedicated point of contact for your assigned introducer accounts, ensuring a seamless, personalised service that reflects the high standards of our brand. 

Key Responsibilities  

• Supporting the Business Development Managers and managing their accounts. 
• Building and maintaining relationships with brokers, dealers and end customers. 
• Processing financial applications from initial proposal stage to pay-out. 
• Producing various finance agreement documents for customer signature. 
• Dealing with a high volume of emails and phone calls 
• Communicating effectively with other departments to ensure smooth day to day operations. 
• Adhere to all Legal, Regulatory, Compliance and Business policies and procedures. 
• Continually seek out opportunities to improve the operation and build efficiencies into processes to reduce manual workload 

Skills & Experience 

• Sales admin/client services/account management within the financial services 
• Strong written and verbal communication skills. 
• Customer Service experience 
• Excellent attention to detail 
• Ability to work under pressure in a fast-time environment 
• Highly organised with ability to prioritise workload 
• Show initiative to work alone as well as in a team 
• Good computer skills including proficiency in Microsoft applications 
• Must be able to multitask and handle multiple requests 
• Sound analytical and problem-solving skills 
• Ability to learn new skills as the business grows enabling us to meet service standards 
• Computer literate (good knowledge of MS Office suite – Excel, Word) 
• Excellent consumer lending regulatory knowledge and understanding 
• Ability to understand and fully comply with documented processes and procedures 

Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

• Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment
• Free access to Headspace, a mindfulness & meditation digital health app
• Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
• EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health
• Cycle to work scheme
• Discounts on gym membership
• Contributory pension scheme & death in service

Your Lifestyle - It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.

• Minimum of 27 days holiday per year
• Option to buy or sell holiday days through our flexi-holiday scheme
• Discounts on gym membership nationwide
• Access to discounts on a range of high street and online brands
• Community support and charitable giving

Your Contribution - We’re focused on rewarding those that go the extra mile in helping us achieve our goals.

• Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
• Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done