At a Glance
- Tasks: Support client managers and deliver top-notch service to clients in the Commercial Portfolio.
- Company: Close Brothers, a diverse and inclusive finance company based in Manchester.
- Benefits: Flexible work options, supportive culture, and opportunities for professional growth.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
- Why this job: Join a dynamic team and make a real difference in client relationships.
- Qualifications: Experience in client-facing roles and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ 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 located in Manchester. You will work alongside Client Managers to deliver innovative funding solutions and outstanding customer service to our clients in the Commercial Portfolio (funds in use up to £3M). The role involves customer‑facing responsibilities, and we value experience in the invoice finance world as well as 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.
Qualifications
- Relevant experience in a client‑facing role, ideally within the Invoice Finance industry.
- Excellent verbal and written communication skills.
- Ability to build effective working relationships with colleagues and clients.
- Detail-oriented and highly organized, capable of prioritising workload.
- Team player who can also manage individual tasks.
Preferred
- Obtained or working towards an ABFA qualification to Foundation level.
We are committed to providing an inclusive and accessible recruitment process. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at recruit.ssc@closebrothers.com.
Client Executive employer: Close Brothers Invoice Finance
At Close Brothers, we pride ourselves on being an excellent employer that values diversity and inclusivity, offering flexible work options to help you achieve a healthy work-life balance. Located in the vibrant city of Manchester, our supportive work culture fosters collaboration and innovation, providing ample opportunities for professional growth and development within the Invoice Finance sector. Join us to be part of a team that is dedicated to delivering exceptional service while nurturing your career aspirations.
Contact Details:
Close Brothers Invoice Finance Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive
✨Tip Number 1
Network like a pro! Reach out to people in the invoice finance industry on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Close Brothers and understand their values and services. Tailor your answers to show how your experience aligns with their needs, especially in client-facing roles.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Close Brothers team.
We think you need these skills to ace Client Executive
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out from the crowd.
Tailor Your Application:Make sure to tailor your application to the Client Executive role. Highlight your relevant experience in client-facing roles and any specific skills that match what we're looking for. This shows us you’ve done your homework!
Be Clear and Concise:Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant to the invoice finance world – we want to understand your message without any confusion.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Close Brothers Invoice Finance
✨Know Your Stuff
Make sure you brush up on your knowledge of the invoice finance industry. Familiarise yourself with common terms and processes, as well as the specific services offered by Close Brothers. This will show that you're genuinely interested and prepared for the role.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Think of examples from your past experiences where you've successfully handled client queries or built relationships. This will demonstrate your ability to communicate effectively.
✨Be Detail-Oriented
Prepare to discuss how you manage your workload and ensure accuracy in your tasks. Bring examples of how you've prioritised tasks in previous roles, especially when dealing with administrative responsibilities. This will highlight your organisational skills, which are crucial for this position.
✨Embrace Inclusivity
Close Brothers values diversity and inclusivity, so be open about your unique background and experiences. Share how your perspective can contribute to the team and enhance client relationships. This will resonate well with their company culture and values.
