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For Companies At a Glance
- Tasks: Support clients and resolve queries while optimising company income.
- Company: Join a dynamic team focused on client satisfaction and financial integrity.
- Benefits: Enjoy a collaborative work environment with opportunities for personal growth.
- Why this job: Be part of a team that values communication and client relationships, making a real impact.
- Qualifications: GCSE education and invoice finance experience required; accuracy under pressure is key.
- Other info: Ideal for those looking to develop their skills in a supportive setting.
The predicted salary is between 28800 - 43200 £ per year.
Job Purpose:
- To protect the integrity of the company investment.
- To optimise the income stream of the company.
- To ensure clients receive a satisfactory level of service.
- To support the Relationship Manager(s) and be the secondary communication link between the company and a portfolio of clients.
Primary Duties:
- To resolve in an accurate and expeditious fashion any client queries.
- To provide support to clients ensuring that the client gets the maximum benefit from the service thus ensuring increased satisfaction, client longevity and operational efficiency.
- To assist the client take on process – ensuring all client accounts are set up accurately and within sanctioned parameters.
- To ensure that audited and management accounts and other necessary management information is received in a timely manner, and to spread these onto the financial monitoring model used by the company.
- To ensure client records and changes in client status are recorded and implemented promptly and correctly.
- To help develop and maintain good commercial relationships within the company and with clients.
- To be a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence.
- To agree realistic funding limits for clients debtors (up to agreed authority levels) in line with good commercial judgement.
Key Performance Indicators:
- To contribute to the overall business targets in respect of income and profitability to ensure that annual financial objectives are exceeded.
- To fully participate in company initiatives in a positive and proactive manner, ensuring income lines are protected and additional fees charged in line with expectations.
- To adopt a straightforward and professional approach at all times to ensure all clients receive a high level of service in order to increase client satisfaction and extend client life.
- To ensure we operate effectively as a team and communicate to a high level in order to bring out the best in people and motivate staff at all levels by showing you are a team player.
- To take action to identify and improve your own work related skill set and knowledge in a way which will benefit the role.
Qualifications Required:
- Educated to GCSE level.
- Invoice finance experience.
- Ability to work accurately and efficiently under pressure.
- Understanding/interpretation of client’s financial information.
Client Executive - Birmingham employer: Aimee Willow Connex Ltd
Contact Detail:
Aimee Willow Connex Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive - Birmingham
✨Tip Number 1
Familiarise yourself with invoice finance and the specific challenges clients face in this area. Understanding common client queries and concerns will help you demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the finance sector, especially those who work in client-facing roles. Attend industry events or join relevant online forums to build connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare examples of how you've successfully resolved client issues in the past. Being able to share specific instances where you've improved client satisfaction will showcase your problem-solving skills and commitment to service.
✨Tip Number 4
Research StudySmarter's company culture and values. Tailoring your approach to align with our ethos will not only help you stand out but also show that you're genuinely interested in being part of our team.
We think you need these skills to ace Client Executive - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in invoice finance and client management. Use specific examples that demonstrate your ability to resolve client queries and maintain strong relationships.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the Client Executive role. Emphasise your skills in providing excellent client service and your ability to work under pressure, as these are crucial for the position.
Showcase Your Teamwork Skills: In your application, mention instances where you have successfully worked as part of a team. Highlight how you supported colleagues and contributed to achieving team goals, as this is important for the role.
Highlight Your Financial Acumen: Demonstrate your understanding of financial information and your ability to interpret it. Include any relevant qualifications or experiences that showcase your capability in managing client accounts and ensuring operational efficiency.
How to prepare for a job interview at Aimee Willow Connex Ltd
✨Know Your Client Management Skills
Make sure to highlight your experience in managing client relationships. Be prepared to discuss specific examples where you've successfully resolved client queries or improved client satisfaction.
✨Demonstrate Financial Acumen
Since the role involves understanding clients' financial information, brush up on your knowledge of invoice finance and be ready to explain how you can interpret financial data to support clients effectively.
✨Showcase Teamwork Abilities
This position requires being a supportive team member. Prepare to share instances where you've collaborated with colleagues to achieve common goals or stepped in to help when others were absent.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills under pressure. Think of scenarios where you've had to make quick decisions regarding client funding limits or service delivery, and be ready to discuss your thought process.
