At a Glance
- Tasks: Support client managers and deliver top-notch service to clients in the Invoice Finance sector.
- Company: Join Close Brothers, a leading UK merchant banking group that values diversity and inclusivity.
- Benefits: Enjoy flexible working options, competitive salary, and opportunities for professional growth.
- Other info: Hybrid working available, fostering a balanced work-life environment.
- Why this job: Make a real impact by helping clients with innovative funding solutions and outstanding service.
- Qualifications: Experience in customer-facing roles and excellent communication skills are essential.
The predicted salary is between 31500 - 38500 £ per year.
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Close Brothers Invoice Finance (CBIF) team where you will work alongside our Client Managers to deliver innovative funding solutions and outstanding customer service to our clients in the Commercial Portfolio (funds in use up to £3M). Working as part of the Client Services team based in Manchester, our ideal new team member will have previous experience in customer facing roles, ideally within the invoice finance world and will possess excellent communication, prioritisation and administrative skills.
RESPONSIBILITIES
- Provide on-hand support for client managers with effective handling of client queries, requests, internal administrative tasks and reporting requirements.
- Ensure an excellent standard of service is provided at all times.
- Accurately process client payment requests on the day of receipt and ensure that any overpayments are in accordance with an approved authority.
- Process any changes to clients terms and conditions and ensure they are accurately documented on the client file.
- Process relevant fees, reports and documentation in relation to client terminations.
- Review IDeal dashboard and liaise with clients on any reconciliation variances.
- Assist with the new business/onboarding process, especially with system set up and client training.
WE WOULD LOVE TO HEAR FROM YOU IF:
- You have relevant experience in a client facing role, ideally within the Invoice Finance industry.
- You're an excellent communicator both verbally and written.
- You build effective working relationships with both colleagues and clients.
- You're detail orientated and highly organised - able to effectively prioritise your own workload.
- You love working in a team, but can handle individual tasks.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
- Have obtained or are working towards an ABFA qualification to Foundation level.
We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at or request a call back.
ABOUT US
For roles offering hybrid working: At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
Client Executive in Manchester employer: Close Brothers Group
Close Brothers Group is an exceptional employer that prioritises employee development and a collaborative work culture, making it an ideal place for those looking to grow in the Facilities & Workplace Services sector. With a strong commitment to sustainability and operational excellence, employees benefit from a supportive environment that encourages innovation and teamwork, all while working in dynamic UK locations that foster a sense of community and purpose.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive in Manchester
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Close Brothers Group. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Close Brothers Group.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Close Brothers Group. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Executive in Manchester
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Close Brothers Group and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Close Brothers Group how you can be a team player!
How to prepare for a job interview at Close Brothers Group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Close Brothers Group.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Close Brothers Group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!