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- Tasks: Support Client Managers by handling queries and processing client requests efficiently.
- Company: Join a leading UK Challenger Bank known for its innovative approach in commercial finance.
- Benefits: Enjoy a competitive salary, hybrid work options, and opportunities for growth.
- Why this job: Be part of a dynamic team that values customer service and offers real career progression.
- Qualifications: Previous experience in client-facing roles, excellent communication skills, and strong organisational abilities required.
- Other info: Ideal for those looking to make an impact in the finance sector.
The predicted salary is between 22800 - 42000 £ per year.
Client Executive Location: Manchester, UK (Hybrid) Sector: Commercial Finance About the Role A leading UK Challenger Bank is seeking a skilled Client Executive to work alongside their Client Managers to delivering innovative funding solutions and outstanding customer service to their clients in the Commercial Portfolio (funds in use up to £3M). Working as part of the Client Services, we are looking for someone with previous experience in customer facing roles, ideally within the invoice finance or commercial banking world and will possess excellent communication, prioritisation and administrative skills. Key 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 and liaise with clients on any reconciliation variances Assist with the new business/onboarding process, especially with system set up and client training Required Experience & Skills Relevant experience in a client facing role, ideally within the Invoice Finance, Business Banking or Commercial Banking sectors Excellent communicator both verbally and written Ability to build effective working relationships with both colleagues and clients Detail orientated and highly organised – able to effectively prioritise your own workload Team player, but can handle individual tasks Why Should You Apply? Competitive salary of up to £38,000 benefits Established Challenger Bank with a commercial, can-do outlook Growing business with opportunities for development and progression41bf1e1f-b16b-4260-a40a-17c77a06fd15
Client Executive employer: Fintellect Recruitment
Contact Detail:
Fintellect Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive
✨Tip Number 1
Familiarise yourself with the commercial finance sector, especially invoice finance and business banking. Understanding the nuances of these areas will help you speak confidently about your knowledge during interviews.
✨Tip Number 2
Network with professionals in the industry, particularly those working in client-facing roles. Attend relevant events or join online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare to demonstrate your communication skills in practical scenarios. Think of examples where you've successfully handled client queries or resolved issues, as this will showcase your ability to provide excellent customer service.
✨Tip Number 4
Research the specific Challenger Bank you're applying to. Understand their values, culture, and recent developments to tailor your approach and show genuine interest in becoming part of their team.
We think you need these skills to ace Client Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles, particularly in invoice finance or commercial banking. Use specific examples to demonstrate your communication and organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention how your previous experiences align with the responsibilities listed in the job description, especially your ability to handle client queries and administrative tasks.
Highlight Key Skills: In your application, emphasise your excellent communication skills and your ability to build relationships. Provide examples of how you've successfully prioritised tasks and worked as part of a team in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Fintellect Recruitment
✨Showcase Your Customer Service Skills
As a Client Executive, you'll be dealing with clients regularly. Be prepared to discuss your previous customer-facing roles and how you've successfully handled client queries or complaints. Use specific examples to demonstrate your communication skills and ability to build relationships.
✨Understand the Commercial Finance Sector
Familiarise yourself with the basics of invoice finance and commercial banking. Research the company’s services and recent developments in the sector. This knowledge will help you answer questions confidently and show your genuine interest in the role.
✨Demonstrate Organisational Skills
The job requires excellent prioritisation and administrative skills. Prepare to discuss how you manage your workload and stay organised, especially when handling multiple tasks. You might want to share tools or methods you use to keep track of your responsibilities.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations related to client management and problem-solving. Think of scenarios where you had to resolve issues or improve client satisfaction, and be ready to explain your thought process and actions.
