At a Glance
- Tasks: Support clients with innovative funding solutions and outstanding service.
- Company: Join a dynamic team at Move Collective in Manchester.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Opportunity for growth and learning in a fast-paced industry.
- Why this job: Be the first point of contact for clients and make a real difference.
- Qualifications: Strong numerical skills, customer service focus, and Microsoft Office knowledge.
The predicted salary is between 30000 - 40000 £ per year.
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
- To be 1st point of contact for clients on any operational query ensuring feedback from clients remains 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 regarding 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 operates 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. Job in Manchester Move Collective Jobs employer: Broughton Group
At Move Collective, we pride ourselves on being an exceptional employer in Manchester, offering a dynamic work culture that fosters innovation and collaboration. Our commitment to employee growth is evident through comprehensive training programmes and opportunities for career advancement, ensuring that our Client Executives are well-equipped to deliver outstanding service to our clients. With a focus on work-life balance and a supportive team environment, we provide a rewarding workplace where your contributions truly matter.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive. Job in Manchester Move Collective Jobs
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential employers on LinkedIn. The more people you know, the better your chances of landing that Client Executive role.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. Be ready to discuss how your skills align with their needs, especially in customer service and operational queries. Show them you’re the perfect fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them why you’re the ideal candidate for the job.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Let’s get you that Client Executive position!
We think you need these skills to ace Client Executive. Job in Manchester Move Collective Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Executive role. Highlight your customer service experience and any relevant industry knowledge. 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 this role and how your skills align with our needs. Keep it friendly and professional, just like us at StudySmarter.
Showcase Your Skills:Don’t forget to showcase your numeric and computer literacy skills. Mention your proficiency in Microsoft Office applications and any other relevant tools. We love seeing candidates who are tech-savvy!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. We can’t wait to hear from you!
How to prepare for a job interview at Broughton Group
✨Know Your Numbers
As a Client Executive, you'll be dealing with financial data regularly. Brush up on your numeric skills and be prepared to discuss how you've handled financial queries in the past. Show them you can process client payments and manage accounts with ease.
✨Customer Service is Key
This role is all about outstanding customer service. Think of examples where you've gone above and beyond for a client. Be ready to explain how you ensure positive feedback and maintain strong relationships, as this will resonate well with the interviewers.
✨Familiarise Yourself with Compliance
Understanding governance and compliance is crucial. Research the regulatory bodies relevant to the role and be prepared to discuss how you've adhered to compliance standards in previous positions. This shows you're serious about risk management.
✨Show Your Team Spirit
You'll be liaising across offices and teams, so highlight your teamwork skills. Prepare examples of how you've collaborated with others to solve problems or improve processes. This will demonstrate that you're a great fit for their collaborative environment.
