At a Glance
- Tasks: Support clients with innovative funding solutions and ensure outstanding customer service.
- Company: Dynamic financial services firm focused on client success.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Great opportunity for career advancement and learning in the finance sector.
- Why this job: Join a team that values creativity and client relationships in a fast-paced environment.
- Qualifications: Strong numerical skills, customer service experience, and proficiency in Microsoft Office.
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 Solutions Executive in Manchester employer: Broughton Group
As a Client Solutions Executive, you will thrive in a dynamic and supportive environment that prioritises innovation and exceptional customer service. Our company fosters a collaborative work culture, offering ample opportunities for professional growth and development, all while being located in a vibrant area that enhances your work-life balance. Join us to be part of a team that values your contributions and invests in your future.
StudySmarter Expert Advice🤫
We think this is how you could land Client Solutions Executive in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. 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 role thoroughly. Understand their values and how you can contribute to their success. Tailor your answers to show how your skills align with what they’re looking for.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s your turn in the hot seat.
✨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. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Client Solutions Executive in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Solutions 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 and ready to hit the ground running!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Broughton Group
✨Know Your Numbers
As a Client Solutions Executive, you'll be dealing with financial data regularly. Brush up on your numerical skills and be prepared to discuss how you've handled financial queries in the past. Show them you can crunch numbers and understand the importance of accuracy.
✨Customer Service is Key
This role is all about providing outstanding customer service. Think of examples where you've gone above and beyond for a client. Be ready to share how you handle difficult situations and ensure client satisfaction remains high.
✨Familiarise Yourself with the Company
Do your homework on the company and its operations. Understand their funding solutions and how they support clients. This will not only impress your interviewers but also help you tailor your answers to align with their values and goals.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific operational queries or client issues. Prepare by thinking through potential scenarios related to the job description. Practising your responses will help you feel more confident during the interview.
