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 and business success.
- Qualifications: Experience in Invoice Finance and knowledge of B2B lending products preferred.
The predicted salary is between 30000 - 40000 € per year.
The Role: 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:
- To assist the Client Managers with the management of 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.
- To minimise third party complaints.
- To be the clients' first point of contact for any payment requests, queries and ledger updates.
- To process client payments through the operating system within your agreed personal mandate level.
- To obtain monthly client information as per their operating conditions.
- To 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.
- To provide regular feedback to the Client Managers and Senior Management about any client issues that may impact upon security or client retention.
- To maintain an effective office diary & filing system.
- 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 work closely with the Credit Controllers to ensure adequate levels of verification are maintained on the Clients Ledgers.
- To work closely with the Credit Controllers to 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.
- To maintain, action and update an effective dispute resolution system.
- To 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.
- 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 and 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 Client 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 Client Managers.
- 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.
Skills:
- Previous experience working in the Invoice Finance sector
- Knowledge of B2B commercial lending products
Client Executive in Oxford 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 enhance your skills, alongside a supportive team environment that encourages collaboration and innovation. Located in a vibrant area, our company provides unique advantages such as flexible working arrangements and a commitment to employee well-being, making it an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive in Oxford
✨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 lookout 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 interviews by researching the company and its clients. Understand their operations and how you can contribute to maintaining those first-class client relationships. Tailor your responses to show how your skills align with their needs.
✨Tip Number 3
Practice your pitch! Be ready to explain how your previous experience in managing client portfolios and resolving disputes makes you the perfect fit for the role. Confidence is key, so rehearse until it feels natural.
✨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!
We think you need these skills to ace Client Executive in Oxford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Executive role. Highlight your experience in the Invoice Finance sector 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 management and how you can deliver exceptional service. We love seeing genuine enthusiasm for the role.
Showcase Your Client Relationship Skills:In your application, emphasise your ability to maintain first-class client relationships. Share examples of how you've successfully managed client portfolios and resolved disputes in the past. We’re all about keeping our clients happy!
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
Before the interview, make sure you research the company’s client portfolio. Understand their key clients and the services offered. This will help you demonstrate your knowledge and show that you're proactive about client management.
✨Showcase Your Communication Skills
As a Client Executive, communication is key. Prepare examples of how you've successfully managed client relationships in the past. Be ready to discuss how you handle queries and disputes, as well as how you maintain high levels of client satisfaction.
✨Understand Risk Management
Familiarise yourself with risk management strategies relevant to client portfolios. Be prepared to discuss how you would identify and mitigate risks to prevent loss of income and reputation for the business.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've resolved client issues or improved processes. Highlight your ability to work closely with teams, like Credit Controllers, to ensure smooth operations and quick resolutions to disputes.
