Client Services Executive

Shawbrook

Onboarding

London, England, GB

Posted on July 13, 2026

Employer reference: REF1696S

The Opportunity

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

The Role & Responsibilities

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

The Person

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

Reward

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