At a Glance
- Tasks: Lead and mentor a team while managing client relationships and ensuring excellent service delivery.
- Company: Join a dynamic company focused on client satisfaction and operational excellence.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Fast-paced environment with great potential for career advancement.
- Why this job: Make a real impact by enhancing client relationships and driving operational success.
- Qualifications: Experience in client management and strong communication skills are essential.
The predicted salary is between 31500 - 38500 £ per year.
Mentor and support the team credit controller, leading by example and ensuring we deliver an excellent operational service to e-Capitals Clients within the allocated portfolios. Ensuring regular conversations and meetings with target clients take place who have either a service need or risk issue requiring action.
Ensure organisation and timely completion of the following day-to-day tasks:
- Processing client payment requests
- Processing invoices/credit notes
- Monitoring verifications and ensuring these are maintained at the required level
- Generating paperwork for debtor High Involvements, debtor credit limits and Overpayments in line with compliance as per the agreed authority matrix
- Checking assignment back-up is in line with agreed Operational conditions, ensuring all paperwork ensures debt is valid and collectable
Monitor and liaise with the client over non-receipt of facility covenants, management of applicable Credit Protection limits. Ensure new clients have been set up within the operational platform accurately and liaise with the on-boarding process to ensure a smooth transition from Prospect to Live client status.
New Business Take On Management: Liaise with Sales Support and BDM regarding completion of take on formalities/checklists including the following tasks:
- C3 and E3 set up
- Satisfaction of Pre-conditions
- Presentation of file to RM/Ops Manager for approval
- Client Training
Client Queries: Ensuring these are communicated in a timely and clearly defined manner. Documenting queries clearly, showing how these were dealt with and placed against the client file. Pro-actively dealing with client complaints, communicating any to your line manager and discussing appropriate resolutions to the satisfaction of all parties.
Complaint Handling: Proactively managing the client relationships by attempting to anticipate future client needs and engaging the client early in order to over deliver. When dissatisfaction does arise, logging of complaints and seeking to turn these into opportunities to enhance the relationship.
MI Reporting: Drive receipt of financial information in accordance with the facility conditions. Distribute for review to the relevant manager. Add to MI monitoring sheet. Ensure Bank statements are received monthly and checked for any anomalies including Direct Payments.
Monthly Conditions and Covenants: Responsibility for ensuring accurate and reliable provision and adherence of clients' monthly operating information and conditions to be escalated to the line manager for review. Through careful and knowledge-based risk management approach, identify, recommend and maintain appropriate strategies for each client on behalf of senior management. Document and clearly articulate what those strategies look like and communicate progress to Senior Management.
Monthly Portfolio Reviews: You will be asked to attend the monthly portfolio meeting reviews with the appropriate manager and contribute to the discussions by providing clear and concise feedback and recommendations where required.
Sales Ledger Reviews: To ensure that these are completed within agreed timescales and to the minimum standard by Senior management team. The Sales Ledger reviews must include a review and understanding of high exposures, risk, client service, litigation actions, dilution concerns, collectability ratios. Actions should be documented and monitored that they are being dealt with, either by yourself or via other team members.
Credit Control: To ensure your Credit Controller and team performs the expected levels of telephone calls as outlined in your team/unit objectives and to ensure any other agreed measurable objectives are met. If required, you will be required to undertake credit control to ensure those levels are met. As part of credit control actions, verifications must be closely monitored and again ensure that responses are received, reviewed and where they do meet the required level a targeted plan is generated to ensure this happens with the required support.
Risk Events: You will be required to identify and communicate any risk events within your portfolio and to act swiftly and assertively to address any issues that may impact upon our book debt security in line with your line manager.
Client Manager in Slough employer: Aimee Willow Connex Limited
As an Executive Officer in our Home Working team, you will join a dynamic and supportive work culture that prioritises employee well-being and professional growth. We offer competitive salaries, flexible working arrangements, and comprehensive training programmes to help you excel in your role while enjoying the benefits of a balanced work-life environment.
Contact Details:
Aimee Willow Connex Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Slough
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We think you need these skills to ace Client Manager in Slough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Aimee Willow Connex Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aimee Willow Connex Limited.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Aimee Willow Connex Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Aimee Willow Connex Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
