At a Glance
- Tasks: Support Client Managers in managing client portfolios and delivering exceptional service.
- Company: Dynamic company focused on client satisfaction and relationship management.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Other info: Fast-paced role with opportunities for growth and learning.
- Why this job: Join a team where you can make a real difference in client relationships.
- Qualifications: Experience in Invoice Finance and knowledge of B2B lending products.
The predicted salary is between 30000 - 40000 € per year.
Working within the Operations Department, providing support to Client Managers for proactive management of a portfolio of clients. To deliver exceptional client service, maintain client relationships, and effectively manage risk to prevent loss of income and reputation to our business.
Responsibilities:
- Assist the Client Managers with the management of a designated portfolio of clients and maintain a full working knowledge of all clients.
- Maintain first-class client relationships, ensuring that excellent levels of service are delivered so that client satisfaction levels remain high.
- Ensure that no client terminates on the grounds of poor service.
- Minimise third party complaints.
- Be the clients' first point of contact for any payment requests, queries and ledger updates.
- Process client payments through the operating system within your agreed personal mandate level.
- Obtain monthly client information as per their operating conditions.
- Work closely with the Senior Management in reviewing and scrutinising debt collectability and recoverability on a daily basis, taking appropriate steps where necessary to safeguard security.
- Provide regular feedback to the Client Managers and Senior Management about any client issues that may impact upon security or client retention.
- Maintain an effective office diary & filing system.
- Ensure that additional fee income opportunities are identified and maximised.
- Identify opportunities within the portfolio for the increase and uptake of credit protection.
- Identify and introduce new business opportunities where appropriate.
- Work closely with the Credit Controllers to ensure adequate levels of verification are maintained on the Clients Ledgers.
- Resolve sales ledger queries with Clients and ensure that clients resolve disputes quickly and are aware of any difficult recovery situations that may require legal action.
- Maintain, action and update an effective dispute resolution system.
- Regularly review portfolio sales ledgers to assess the levels of Credit Control activity, the collectability and validity of debt, discussing both with the Credit Controllers and clients any issues relating to overdue debt and unresolved disputes.
- Ensure that cash queries, that require client input, are resolved promptly.
- Process back-up paperwork for invoice re-assignments, debtor refunds and cash transfers.
- Ensure invoices and schedules are processed within the timescales directed.
- Ensure that all invoices comply with requirements before funding, including compliance with proof of debt and verification procedures where necessary.
- Recommend and raise all new debtor account applications with assistance from your Client Manager.
- Ensure top debtors are monitored using the appropriate systems and procedures.
- Ensure all funding limits that may adversely impact clients’ funding are reviewed, with any concerns escalated to the Client Managers.
- Contact new clients on the day of commencement to provide education about systems and procedures.
- Ensure that all clients are monitored using the appropriate systems and procedures.
Skills:
- Previous experience working in the Invoice Finance sector.
- Knowledge of B2B commercial lending products.
Client Executive employer: Aimeewillow
As a Client Executive within our Operations Department, you will thrive in a dynamic work culture that prioritises exceptional client service and relationship management. We offer comprehensive training and development opportunities to support your career growth, alongside a collaborative environment where your contributions are valued. Located in a vibrant area, our company provides unique advantages such as flexible working arrangements and a strong commitment to employee well-being, making it an excellent employer for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the Invoice Finance sector and let them know you're on the hunt for a Client Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of B2B commercial lending products. We want you to be able to chat confidently about how you can deliver exceptional client service and maintain those all-important relationships.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team.
✨Tip Number 4
Apply through our website for the best chance at landing that Client Executive position. We love seeing applications come directly from motivated candidates like you, so don’t hesitate to hit that apply button!
We think you need these skills to ace Client Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Executive role. Highlight your experience in client management and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about client service and how your background makes you a perfect fit for the role. We love seeing genuine enthusiasm!
Showcase Relevant Experience:When detailing your work history, focus on experiences that relate to managing client portfolios and maintaining relationships. We’re looking for examples of how you've delivered exceptional service in the past.
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. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Aimeewillow
✨Know Your Clients Inside Out
Before the interview, make sure you research the company’s client portfolio. Understand their key clients and the services provided. This will help you demonstrate your proactive approach to client management and show that you’re ready to maintain those first-class relationships.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss specific examples of how you've handled client queries or disputes in the past. Highlight your ability to resolve issues quickly and effectively, as this is crucial for maintaining client satisfaction and minimising complaints.
✨Demonstrate Your Financial Acumen
Since the role involves managing payments and understanding debt collectability, brush up on your knowledge of invoice finance and B2B lending products. Be ready to discuss how you would approach financial queries and ensure compliance with funding requirements.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s operations and client management strategies. This shows your genuine interest in the role and helps you understand how you can contribute to the team’s success in managing client relationships.
