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- Tasks: Support Client Managers in delivering innovative funding solutions and outstanding customer service.
- Company: Join Close Brothers Invoice Finance, a leader in financial services.
- Benefits: Enjoy hybrid working, private medical checks, gym discounts, and more.
- Why this job: Make a real impact by helping clients with their financial needs.
- Qualifications: Customer-facing experience in financial services and strong communication skills.
- Other info: Dynamic role with opportunities for growth and development.
The predicted salary is between 30000 - 50000 £ per year.
Join the Close Brothers Invoice Finance (CBIF) team where you will provide support to our Client Managers in delivering innovative funding solutions and outstanding customer service to clients operating Invoice Discounting, IDeal, Factoring and ABL facilities.
Responsibilities
- Provide on hand support for client managers with effective handling of client queries, requests, internal administrative and reporting requirements.
- Deliver outstanding customer service and strong customer retention behaviours.
- Maintain our processes and systems in respect of agreement changes, aligned to our business authorities. This includes variation letters and legal documentation requests.
- Handle client payment requests and processing within business authorities.
- Assist the new business/onboarding process with system set up checks and client training.
- Co-ordinate outgoing inter-factor transfers.
- Ensure timely and accurate system closures, including completion and circulation of termination reports.
- Attend client visits as required to enhance and build on existing relationships.
- Identification and escalation of risks.
- Timely and accurate completion of Annual Security reviews.
- Ensure that customers are put at the heart of what we do as a business and that when delivering our products and services the customer's needs are met as far as possible.
- Ensure that our products and services are clearly, fairly and accurately described in marketing and other client documentation.
- Ensure that customers are treated fairly throughout the transaction lifecycle.
- Taking ownership of all inbound enquiries, effectively liaising with all areas of the business and meeting expected turnaround times.
- Consistent approach/best practice and financial accuracy.
Qualifications
- Previous experience in a customer facing role within financial services, ideally within the Invoice Finance sector.
- Excellent organisation and prioritisation skills.
- Strong communicator with ability to think on your feet and solve problems quickly to ensure good outcomes for clients.
- Highly organised with ability to effectively manage time.
- Excellent communication skills, both verbal and written.
- Experience of working in a client facing/administration role within financial services.
- Strong numerical and analytical skills.
- Knowledge of Microsoft office applications.
- Strong initiative and problem-solving skills.
- Have prior experience with Invoice Finance products and services.
- Have an ABFA qualification to foundation level.
Benefits
- Hybrid working flexibility.
- Private medical checks.
- Discounted health checks.
- Stakeholder pension contribution.
- Cycle to work scheme.
- Gym discounts.
- Purchase additional holiday.
Client Executive employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about Invoice Finance. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to client management and customer service. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your problem-solving skills during interviews. Think of specific examples where you’ve turned a challenging situation into a positive outcome for clients. This will highlight your ability to think on your feet!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Executive role. Highlight your experience in customer-facing roles, especially within financial services, and showcase any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the Invoice Finance sector and how your skills can help us deliver outstanding customer service. Keep it concise but impactful!
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your written application reflects that. Use clear, professional language and check for any typos or grammatical errors before hitting send.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Close Brothers Group
✨Know Your Stuff
Make sure you brush up on your knowledge of Invoice Finance products and services. Familiarise yourself with terms like Invoice Discounting, Factoring, and ABL facilities. This will not only show your interest but also help you answer questions confidently.
✨Showcase Your Customer Service Skills
Since the role is all about outstanding customer service, prepare examples from your past experiences where you’ve gone above and beyond for clients. Think about how you handled difficult situations or resolved queries effectively.
✨Be Organised and Prioritise
Demonstrate your organisational skills by discussing how you manage multiple tasks. You might want to share a specific instance where you successfully juggled client requests and administrative duties without dropping the ball.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the team dynamics, the onboarding process for new clients, or how they measure customer satisfaction. It shows you’re genuinely interested in the role and the company.