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- Tasks: Support clients with operational queries and deliver outstanding customer service.
- Company: Dynamic company focused on innovative funding solutions.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunities for growth and learning in a fast-paced environment.
- Why this job: Join a team where your contributions directly impact client success and satisfaction.
- Qualifications: Strong numeric skills, customer service focus, and proficiency in Microsoft Office.
The predicted salary is between 30000 - 40000 £ per year.
Purpose of the Role: To provide support to the Client Manager/Senior Client Manager and Commercial Director, in delivering innovative funding solutions and outstanding customer service to clients operating on factoring.
Key Responsibilities:
- Be the 1st point of contact for clients on any operational query ensuring feedback from clients remains positive at all times.
- Liaise across offices and operational teams on a regular basis.
- Identify, check and clear all soundings within a timely manner.
- Process client payments.
- Carry out any system training for the clients within 24 hours of pay out.
- Complete security reviews within one month of the due date.
- Review the Ideal dashboard weekly and correspond with the clients regarding any reconciliation variances that are identified, with any concerning or persistent variances being communicated back to the CM or SM.
- Review Ideal contra matching quarterly to ensure the system is matching the correct debtors/creditors.
- Diarise all ongoing conditions set by the CM at take on, ensuring they are reflected on risk factor and update risk factor where required, at least monthly.
- Log all management accounts and year-end accounts into risk factor, chase MI monthly and ensure all financial information is scanned onto the client file.
- Input D&B searches for top 5 debtors on Ideal clients, to be updated annually.
- Assist with client overpayments during SM/CM absence.
- Complete facility transfer instructions for disclosure team, banking team, security team.
- Issue notice of failure and apply all fees following client failure.
- Close down all terminated accounts and reassign sales ledger issue notice of termination.
- Complete Inter factor transfers where applicable (preparation of ABFA letters A, C, E, F calculation of the redemption figure, closing down the account, instruction for banking).
- Issue instructions to securities for the raising of any facility changes (side letters), monitor its receipt and make the necessary changes to the system and risk factor as well as updating the open document used for the security review.
- Issue instructions for CPU banking (request for future bank receipts, weekly refunds, remittance advice required for unrecognised cash item).
- Issue instructions for CPU finance (currency exchange transactions).
- Manual calculation (due to the specific nature of the facility or system inability to accommodate deal requirements): monthly minimum fee calculation, export and group concentration calculation, refer shuffle, monetary funding limit set on Ideal while system operates only percentage limits, monitoring of Bill and Hold, maintenance, stage elements of works in comparison to approved debt, stock calculation.
- Accompany CM to client visits as and when required.
Risk and Compliance: Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
Skills and Experience:
- Essential: Numeric and computer literate.
- Industry knowledge.
- Customer service focus.
- Knowledge of Microsoft office applications.
Client Executive in Manchester employer: Aimee Willow Connex Limited
Contact Detail:
Aimee Willow Connex Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or at industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Client Executive role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to client management and operational queries. We suggest doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your customer service skills during interviews. Think of examples where you’ve gone above and beyond for clients. We want to see how you handle operational queries and ensure positive feedback!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Executive in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Executive role. Highlight your customer service experience and any relevant industry knowledge. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to showcase your numeric and computer literacy skills. Mention any specific software or tools you’re familiar with, especially Microsoft Office applications, as they’re essential for this position.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Aimee Willow Connex Limited
✨Know Your Numbers
As a Client Executive, you'll be dealing with financial data regularly. Brush up on your numeric skills and be prepared to discuss how you've handled financial information in the past. Bring examples of how you’ve successfully managed client accounts or resolved discrepancies.
✨Showcase Your Customer Service Skills
This role is all about providing outstanding customer service. Think of specific instances where you went above and beyond for a client. Be ready to share these stories during the interview to demonstrate your commitment to client satisfaction.
✨Familiarise Yourself with Compliance
Understanding governance and compliance is crucial for this position. Do some research on the regulatory bodies relevant to the industry and be prepared to discuss how you ensure compliance in your work. This will show that you take the responsibilities seriously.
✨Prepare for Operational Queries
Since you'll be the first point of contact for clients, think about common operational queries you might encounter. Prepare answers or solutions to these potential questions, showcasing your problem-solving skills and readiness to assist clients effectively.