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
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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
StudySmarter Expert Advice🤫
We think this is how you could land 08/11/2022 in Macclesfield
✨Tap into Campus Networks
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Don’t shy away from reaching out directly to firms like Business Money Promotions Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace 08/11/2022 in Macclesfield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Business Money Promotions Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Business Money Promotions Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Business Money Promotions Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Business Money Promotions Ltd.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Business Money Promotions Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Business Money Promotions Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
