At a Glance
- Tasks: Manage client portfolios and deliver exceptional service while identifying risks.
- Company: Dynamic company focused on client satisfaction and operational excellence.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Other info: Opportunity for growth in a fast-paced, collaborative environment.
- Why this job: Join a team that values client relationships and offers real impact in the finance sector.
- Qualifications: Experience in Invoice Finance and knowledge of B2B lending processes.
The predicted salary is between 35000 - 45000 £ per year.
The Role
Working within the Operations Department, providing support to Operations Support Manager for the proactive management of a portfolio of clients. To deliver exceptional client service, maintain internal and client relationships, and effectively identify and manage risk to prevent loss of income and reputation to our business.
Responsibilities
- To manage a designated portfolio of clients and maintain a full working knowledge of all clients.
- Maintaining first-class client relationships, ensuring that excellent levels of service are delivered so that client satisfaction levels remain high.
- To ensure that no client terminates on the grounds of poor service.
- Requests, queries and ledger updates.
- To monitor and process client payments through the operating system within your agreed personal mandate level.
- To obtain monthly client information as per their operating conditions.
- To supply cover for the Credit Control team during staff absences.
- To always ensure the security of funds, minimising client losses and bad debts.
- To work closely with the Senior Management in reviewing and scrutinising debt collectability and recoverability daily, taking appropriate steps where necessary to safeguard security.
- To provide regular feedback to the Operations Support Manager and Senior Management about any client issues that may impact security or client retention.
- To maintain an effective office diary & filing system.
- To undertake regular client reviews to maintain a detailed knowledge of our clients' businesses to ensure that they are operating within the terms of the Invoice Finance Agreement and making appropriate recommendations to the Credit Committee.
- To ensure that service and discount charge income levels are maintained.
- To ensure that additional fee income opportunities are identified and maximised.
- To identify opportunities within the portfolio for the increase and uptake of credit protection.
- To identify and introduce new business opportunities where appropriate.
- To maintain, action and update an effective dispute resolution system.
- To regularly review portfolio sales ledgers to assess the collectability and validity of debt, discussing with the clients any issues relating to overdue debt and unresolved disputes.
- To ensure that cash queries, that require client input, are resolved promptly.
- To process back-up paperwork for invoice re-assignments, debtor refunds and cash transfers.
- To ensure invoices schedules are processed within the timescales directed.
- To ensure that all invoices comply with requirements before funding, including compliance with proof of debt and verification procedures where necessary.
- To recommend and raise all new debtor account applications with assistance from your line Manager.
- To ensure top debtors are monitored using the appropriate systems and procedures.
- To ensure all funding limits that may adversely impact clients' funding are reviewed, with any concerns escalated to the Operations Support Manager.
- For new clients to be contacted on the day of commencement to provide education about systems and procedures.
- To ensure that all clients are monitored using the appropriate systems and procedures.
- To maintain our Credit Insurance policy and ensure all requirements are met promptly.
Skills
- Previous experience working in the Invoice Finance sector
Knowledge
- Knowledge of B2B commercial lending processes
Client Service Manager in Leeds employer: Aimeewillow
As a Client Service Manager within our dynamic Operations Department, you will thrive in a supportive environment that prioritises exceptional client service and strong internal relationships. Our company fosters a culture of continuous growth, offering ample opportunities for professional development while ensuring a collaborative atmosphere where your contributions are valued. Located in a vibrant area, we provide unique advantages such as flexible working arrangements and a commitment to employee well-being, making us an outstanding employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Manager in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Client Service Manager 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 interviews by researching the company and its clients. Understand their operations and challenges, so you can showcase how your skills in client management and risk assessment can add value. We want to see you shine!
✨Tip Number 3
Practice your pitch! Be ready to explain how your previous experience in the Invoice Finance sector makes you the perfect fit for managing client portfolios. Highlight your ability to maintain relationships and ensure top-notch service.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Client Service Manager position!
We think you need these skills to ace Client Service Manager in Leeds
Some tips for your application 🫡
Know Your Clients:Before you start writing your application, take a moment to think about the clients you'll be managing. Show us that you understand their needs and how you can provide exceptional service. Tailor your application to highlight your experience in maintaining strong client relationships.
Showcase Your Skills:Make sure to emphasise your previous experience in the Invoice Finance sector. We want to see how your skills align with the responsibilities of the Client Service Manager role. Use specific examples to demonstrate your knowledge of B2B commercial lending processes.
Be Proactive:In your application, reflect our proactive approach to client management. Share instances where you've identified risks or opportunities in past roles. This will show us that you're not just reactive but can also anticipate client needs and safeguard their interests.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at Aimeewillow
✨Know Your Clients
Before the interview, take some time to research the company’s client portfolio. Understanding their key clients and the industries they operate in will help you demonstrate your knowledge and show that you're proactive about client management.
✨Showcase Your Relationship Skills
Be prepared to discuss specific examples of how you've built and maintained strong client relationships in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your ability to deliver exceptional service.
✨Understand Risk Management
Familiarise yourself with common risks in client service roles, especially in the Invoice Finance sector. Be ready to talk about how you’ve identified and managed risks in previous positions to prevent losses and protect the company's reputation.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think of potential client issues you might face and how you would resolve them. This will show your critical thinking and ability to handle disputes effectively.
