At a Glance
- Tasks: Support clients with operational queries and deliver exceptional customer service.
- Company: Dynamic financial services firm focused on innovative funding solutions.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Fast-paced environment with opportunities to learn and grow in the finance industry.
- Why this job: Join a team that values client relationships and offers real-world impact in finance.
- Qualifications: Strong numerical skills, computer literacy, 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
- Main tasks
- To be 1st point of contact for clients on any operational query ensuring feedback from clients remain 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 in regard to 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 operate 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 Ltd
As a Customer Support and Collections Associate, you will thrive in a supportive work environment that prioritises employee well-being and professional growth. Our company fosters a culture of collaboration and empathy, ensuring that you have the resources and training needed to excel in your role while making a meaningful impact on customers' lives. Located in a vibrant area, we offer competitive benefits and opportunities for advancement, making us an exceptional employer for those seeking a rewarding career in customer service.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive in Manchester
✨Tip Number 1: Tap Into Professional Networks
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We think you need these skills to ace Client Executive in Manchester
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Aimee Willow Connex Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
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How to prepare for a job interview at Aimee Willow Connex Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Aimee Willow Connex Ltd.
✨Know Your Numbers
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✨Connect with Company Goals
Familiarise yourself with Aimee Willow Connex Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
