At a Glance
- Tasks: Be the go-to person for clients, ensuring smooth operations and outstanding service.
- Company: Join a dynamic team focused on innovative funding solutions.
- Benefits: Gain valuable experience, develop your skills, and enjoy a supportive work environment.
- Other info: Opportunity for career growth in a fast-paced, collaborative setting.
- Why this job: Make a real difference by helping clients navigate their financial needs.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 31500 - 38500 £ per year.
Take the next step in your career now, scroll down to read the full role description and make your application.
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). xgikmsk
- 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.
Client Executive in Jedburgh employer: Aimee Willow Connex
Join a vibrant and rapidly expanding organisation in Manchester, where your expertise as a Business Advisory Manager will make a significant impact on businesses facing financial challenges. We pride ourselves on fostering a collaborative work culture that encourages professional growth and development, offering unique opportunities to engage with diverse teams and clients while delivering high-quality solutions. With a commitment to employee well-being and a supportive environment, we ensure that our team members thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive in Jedburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Aimee Willow Connex. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Executive in Jedburgh
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.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aimee Willow Connex.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Aimee Willow Connex's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Aimee Willow Connex
✨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.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Aimee Willow Connex 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 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.
