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- Tasks: Support client relationships and manage ledgers in a dynamic finance environment.
- Company: Established finance provider known for its strong workplace culture and employee development.
- Benefits: Competitive salary, career growth opportunities, and a supportive team atmosphere.
- Why this job: Join a vibrant team and make a real difference in client service and operational support.
- Qualifications: 2+ years in a customer-focused role; financial services experience is a plus.
- Other info: Collaborative environment with opportunities to learn and grow your career.
The predicted salary is between 36000 - 60000 £ per year.
A well-established, commercial finance provider specialising in delivering flexible funding solutions to small and medium-sized businesses is seeking a client executive to join their Manchester office. The organisation offers a broad portfolio including Asset Finance, Invoice Finance, Business Loans, Vehicle Finance and Asset-Based Lending.
The company operates from multiple offices across the UK and is recognised for its strong workplace culture and commitment to employee development.
Role Overview:
This role sits within the Invoice Finance team and focuses on supporting client relationships while ensuring effective ledger management, compliance, and service delivery. The successful candidate will work closely with Relationship Managers and internal stakeholders to provide a high standard of client service and operational support.
Key Responsibilities
- Build and maintain strong relationships with clients and their teams, ensuring an excellent customer experience
- Identify and escalate any risk, compliance, or service-related issues to the Relationship Management team
- Maintain accurate and up-to-date client information and working documents, providing cover for colleagues during absences
- Manage client ledgers, including assignments, funding limits, disapprovals and concentration levels in line with internal credit policies
- Support Relationship Managers by preparing funding and payment proposals within delegated credit authorities
- Proactively carry out customer verification and credit control activities in line with company procedures
- Liaise with clients to ensure documentation is received, reviewed, and processed in a timely manner
- Maintain clear and accurate records of all client administration activity for audit and follow-up purposes
- Assist Management and New Business teams with the onboarding and introduction of new clients
Skills & Competencies
- Excellent written and verbal communication skills
- Strong organisational skills with the ability to prioritise a busy and demanding workload
- High attention to detail and a proactive approach to problem-solving
- Ability to work collaboratively within a team environment
Experience
Minimum of 2 years’ experience within a customer/client focussed office based role. Financial service experience is desirable.
Client Executive in Manchester employer: Fintelligent Search
Contact Detail:
Fintelligent Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend industry 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 interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you stand out as a candidate who truly fits in.
✨Tip Number 3
Practice your pitch! Be ready to explain why you're the perfect fit for the Client Executive role. Highlight your experience in client management and how you can enhance their customer service.
✨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 in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Executive role. Highlight your experience in client management and any relevant financial services background. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear and free of errors. We appreciate attention to detail, so take the time to proofread before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Fintelligent Search
✨Know Your Stuff
Make sure you understand the company's services, especially around Invoice Finance and Asset-Based Lending. Familiarise yourself with their portfolio and be ready to discuss how your experience aligns with their offerings.
✨Showcase Your Communication Skills
As a Client Executive, strong communication is key. Prepare examples of how you've effectively built client relationships in the past. Be ready to demonstrate your verbal and written skills during the interview.
✨Be Organised and Detail-Oriented
Highlight your organisational skills by discussing how you manage multiple tasks and maintain accurate records. Bring examples of how your attention to detail has helped you avoid issues in previous roles.
✨Team Player Mindset
This role involves working closely with Relationship Managers and other stakeholders. Share experiences that showcase your ability to collaborate and support team goals, emphasising your proactive approach to problem-solving.
