At a Glance
- 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 40000 - 50000 £ 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
#J-18808-Ljbffr
08/11/2022 in Macclesfield employer: Business Money Promotions Ltd
Join one of the UK's leading providers of Invoice Finance, where you will thrive in a dynamic work culture that values integrity and excellence. With a focus on employee growth, we offer comprehensive training and development opportunities, alongside a competitive salary and benefits package, including a car allowance. Located in the picturesque South West of England, our team enjoys a supportive environment that encourages collaboration and innovation, making it an ideal place for professionals seeking meaningful and rewarding careers.
Contact Details:
Business Money Promotions Ltd Recruitment Team
