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- Tasks: Support clients with innovative funding solutions and outstanding service.
- Company: Dynamic financial services firm focused on client success.
- Benefits: Competitive salary, flexible hours, and opportunities for growth.
- Other info: Fast-paced environment with plenty of learning opportunities.
- Why this job: Join a team that values creativity and client relationships.
- Qualifications: Strong numerical skills and a passion for customer service.
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:
- To be 1st point of contact for clients on any operational query ensuring feedback from clients remains positive at all times.
- To liaise across offices and operational teams on a regular basis.
- To identify, check and clear all soundings within a timely manner.
- Process client payments.
- Any system training for the clients is to be carried out 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.
- Ideal contra matching to be reviewed 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, this must be at least monthly.
- Log all management accounts and year-end accounts into risk factor, chase MI monthly – 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:
- Numeric and computer literate.
- Industry knowledge.
- Customer service focus.
- Knowledge of Microsoft office applications.
Client Executive in Manchester 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 in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Client Executive role.
✨Tip Number 2
Practice makes perfect! Prepare for interviews by doing mock sessions with friends or family. Focus on showcasing your customer service skills and how you can provide innovative solutions to clients. We want to see you shine!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the job.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that Client Executive position!
We think you need these skills to ace Client Executive in Manchester
Some tips for your application 🫡
Show Off Your Customer Service Skills: Make sure to highlight your customer service experience in your application. We want to see how you've gone above and beyond for clients in the past, so share specific examples that demonstrate your ability to keep feedback positive!
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point. This will help us understand your skills and experiences without any confusion.
Tailor Your Application: Take a moment to tailor your application to the Client Executive role. Mention relevant experiences that align with the key responsibilities listed in the job description. This shows us you’ve done your homework and are genuinely interested!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Aimee Willow Connex Ltd
✨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 numerical tasks in the past. This will show your potential employer that you’re comfortable with the financial aspects of the role.
✨Showcase Your Customer Service Skills
Since this role is heavily focused on customer service, think of specific examples where you've gone above and beyond for a client. Be ready to share these stories during the interview to demonstrate your commitment to outstanding customer service.
✨Familiarise Yourself with the Company
Do some research on the company’s operations and their approach to factoring. Understanding their business model and recent developments will help you ask insightful questions and show that you're genuinely interested in the role.
✨Prepare for Compliance Questions
Given the importance of governance and compliance in this position, be prepared to discuss your understanding of regulatory requirements. Think about any relevant experiences you have and how you ensured compliance in previous roles.