Refresh Debt Advice
Account Manager
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About us
Refresh Debt is an FCA-authorised debt management company based in Warrenpoint. For 18 years we've helped people across the UK deal with their debts, and our clients have repaid over £21 million through us. We're rated 5 stars on Trustpilot from nearly 1,000 reviews.
The business has grown significantly over the last year, and we're now looking for a Client Account Manager to join our office team.
The role
This role supports the day-to-day running of our client accounts. Initially you will focus on administration, client contact and supporting the advice team. With training and experience, you'll progress to managing your own portfolio of clients.
Many of our clients come to us at a difficult time. You'll be supporting people through their debt plan and helping them work towards becoming debt-free, so it's a role where your work makes a real difference.
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No previous experience in debt or financial services is needed because full training will be provided.
Key responsibilities
- Maintaining accurate client records and documents on our case management systems
- Acting as a point of contact for clients by phone, email and letter
- Corresponding with creditors
- Scheduling appointments and following up on outstanding information
- Supporting the advice team to keep clients' debt management plans on track
- Making sure all work meets regulatory and compliance requirements
- Progressing to manage your own portfolio of client accounts
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Essential
- At least 1 year's experience in an office administration or customer service role
- Strong written and verbal communication skills
- Good organisation and time management, with the ability to manage multiple tasks and deadlines
- High attention to detail
- A patient, understanding approach when dealing with clients
- Competent in Microsoft Office
Desirable
- Experience using case management or CRM systems
- Experience in financial services or a regulated environment
Benefits
- Rewarding work helping people get back on track
- Finish at 3.30pm on a Friday
- Full training
- Company pension
- Additional annual leave
- Cycle to work scheme
- Free on-site parking
- Casual dress
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