Client Retention Executive
We are working with a well-established IVA practitioner based in Stockport who is looking to appoint a Client Retention Executive. This is a fantastic opportunity to join a supportive, professional team where you will play a key role in ensuring clients remain engaged and committed to their financial arrangements.
The Role
As a Client Retention Executive, you will act as the bridge between the business and its clients, ensuring that payment commitments are met and long-term relationships are maintained. This position blends elements of credit control with customer care, requiring excellent communication skills and a proactive approach.
Responsibilities
- Proactively monitor and manage client accounts to ensure payments are received in line with IVA agreements.
- Contact clients who have missed or are at risk of missing payments, offering solutions and support.
- Build rapport and trust with clients, handling sensitive conversations with empathy and professionalism.
- Collaborate with internal teams to resolve issues promptly and maintain accurate records.
- Support overall retention strategies to reduce defaults and maximise positive client outcomes.
- Previous experience in credit control, collections, or financial services is desirable.
- Excellent communication and negotiation skills, with the ability to remain calm under pressure.
- Strong attention to detail and organisational skills.
- Empathetic and supportive approach, particularly when dealing with clients in financial difficulty.
- Target-driven, with the ability to balance compliance, client care, and performance.
- Salary of £25,000 – £27,000 depending on experience.
- Full training and ongoing support.
- Career progression opportunities within a respected IVA practice.
- A collaborative and professional working environment.
Contact David at Greys Specialist Recruitment
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