At a Glance
- Tasks: Support client managers and handle queries in a dynamic banking environment.
- Company: Join a leading bank with a strong Invoice Finance team in Manchester.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Opportunity to grow within a well-established team in the finance sector.
- Why this job: Make a real impact by providing excellent service to clients and enhancing their experience.
- Qualifications: Experience in client-facing roles, strong communication, and organisational skills.
The predicted salary is between 40500 - 49500 £ per year.
A leading Bank is seeking a proactive and commercially astute Client Executive to join a well-established Invoice Finance team in Manchester. You’ll be responsible for supporting a couple of RMs on their portfolio of factoring and invoice discounting customers. You will have 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.
What We’re Looking For
- You have relevant experience in a client facing role, ideally within the Commercial Finance or Commercial Banking 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.
Client Executive in Warrington employer: Fintellect Recruitment
Join a well-established financial services business in Manchester that prioritises a customer-first culture and offers a dynamic work environment. As a Complaints Team Manager, you will lead a high-performing team while benefiting from a comprehensive package that includes annual bonuses, healthcare support, and flexible wellbeing initiatives. With a strong focus on employee development and a collaborative atmosphere, this role provides an excellent opportunity to make a meaningful impact on customer outcomes and advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive in Warrington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fintellect Recruitment. 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 Client Executive in Warrington
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 Fintellect Recruitment.
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 Fintellect Recruitment'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 Fintellect Recruitment
✨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 Fintellect Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fintellect Recruitment 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 Fintellect Recruitment 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.
