Trade and Credit Manager Opportunity!
We’re seeking a Trade and Credit Manager to deliver outstanding customer solutions, analyse transactions, and enhance processes in a fast-paced environment.
What You’ll Need:
- Customer service experience & industry knowledge
- Level 4 investment qualification (e.g., CISI Investment Advice Diploma)
- Strong organisation & stakeholder management skills
- Excel proficiency (trading knowledge a plus—training provided!)
Ready to make an impact? Contact us now!
Key Responsibilities:
- Investigate and resolve customer queries efficiently.
- Authorise and analyse transactions to meet KPIs.
- Collect and assess information from customers and businesses.
- Maintain strong customer relationships and understand their needs.
- Identify opportunities to enhance or automate processes.
- Stay up to date with industry trends, policies, and regulations.
- Manage stakeholder relationships effectively.