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- Tasks: Support a Relationship Manager in managing client portfolios and providing excellent customer service.
- Company: Reputable provider of Commercial Finance with a focus on client relationships.
- Benefits: Competitive salary, bonus opportunities, and an excellent benefits package.
- Other info: Fast-paced environment with opportunities for growth and development.
- Why this job: Join a dynamic team and make a real impact in the finance sector.
- Qualifications: Experience in banking/commercial finance and basic skills in Word/Excel required.
The predicted salary is between 28800 - 43200 £ per year.
Our client, a well-known provider of Commercial Finance is looking to employ a passionate, driven and organised candidate in a Client Executive position.
You will be responsible for supporting a Relationship Manager in the management and monitoring of a portfolio of clients with Invoice Finance facilities; monitoring the day to day running of the portfolio, managing the ledgers, providing excellent customer service and ensuring all documentation is in place.
Main Duties/Responsibilities:
- Have thorough understanding of the businesses within the portfolio.
- Actively manage daily workloads as noted
- Client payment requests
- Upload of invoices/credits
- Raising paperwork when required for High Involvements, Credit Limits and Overpayments.
- Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments)
- Deal with client/customer queries.
- Communicate regularly with clients regarding any issues which may arise.
- Applying for credit protection and monitoring external facilities.
Skills
- The successful candidate will be a team player, adaptable, organised, a quick learner and be able to operate under pressure.
- Basic understanding of word/excel
- Basic understanding of Dancerace/E3
- A background in banking/commercial finance is essential.
In return, the successful candidate will be rewarded with a competitive basic salary plus bonus and an excellent benefits package.
For more information about this role or any of our vacancies call 01625 522 774 or email jobs@m2recruit.co.uk.
M2 Professional Recruitment Services
Tel: 01625 522 774
Fax: 01625 523 377
jobs@m2recruit.co.uk
www.m2recruit.co.uk
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Client Executive – Invoice Finance employer: Business Money Promotions Ltd
Contact Detail:
Business Money Promotions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive – Invoice Finance
✨Tip Number 1
Get to know the company inside out! Research their values, recent news, and their approach to client management. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! As a Client Executive, you'll need to handle queries and maintain relationships. Role-play with a friend or use our resources to sharpen your ability to articulate your thoughts clearly and confidently.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don't forget to follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Client Executive – Invoice Finance
Some tips for your application 🫡
Know the Role: Before you start writing, make sure you really understand what the Client Executive position involves. Dive into the job description and highlight key responsibilities and skills. This will help us see how your experience aligns with what we're looking for.
Tailor Your Application: Don’t just send a generic CV and cover letter! Tailor your application to reflect your understanding of invoice finance and client management. Use specific examples from your past experiences that showcase your skills in these areas.
Show Your Passion: We love candidates who are genuinely excited about the role! In your cover letter, let your enthusiasm shine through. Explain why you're interested in working with us and how you can contribute to our team.
Proofread, Proofread, Proofread!: Nothing says 'I’m not detail-oriented' like a typo in your application. Take the time to proofread your CV and cover letter before hitting send. Better yet, ask a friend to give it a once-over too!
How to prepare for a job interview at Business Money Promotions Ltd
✨Know Your Portfolio Inside Out
Before the interview, make sure you research and understand the types of businesses that typically use Invoice Finance. Familiarise yourself with common challenges they face and how effective management can help. This will show your potential employer that you're proactive and ready to support their clients.
✨Demonstrate Your Organisational Skills
Since the role requires managing daily workloads and client queries, be prepared to discuss how you stay organised. Bring examples of tools or methods you've used in the past to manage tasks efficiently. This could be anything from digital tools to personal strategies that keep you on track.
✨Showcase Your Customer Service Experience
Excellent customer service is key in this role. Think of specific instances where you've gone above and beyond for a client or resolved a tricky situation. Be ready to share these stories during the interview to highlight your ability to communicate effectively and handle client concerns.
✨Brush Up on Basic Financial Knowledge
Having a basic understanding of banking and commercial finance is essential. Review key concepts related to Invoice Finance, such as credit limits and payment processes. This knowledge will not only help you answer technical questions but also demonstrate your commitment to the role.