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- Tasks: Manage client portfolios and ensure top-notch service in invoice finance.
- Company: Join WeDo, a dynamic financial services team in Oldham.
- Benefits: Competitive salary, 25 holiday days, birthday off, and private medical/dental.
- Why this job: Build strong client relationships and make a real impact in finance.
- Qualifications: Experience in financial services and excellent relationship management skills.
- Other info: Opportunity for growth in a supportive and collaborative environment.
The predicted salary is between 30000 - 35000 £ per year.
WeDo are looking for an experienced Client Manager from a financial services background to join their Oldham based team.
Objective: To manage a portfolio of clients operating Invoice finance facilities and provide the best level of service possible whilst adequately managing the Risk.
Key Responsibilities:
- Managing a portfolio of clients operating invoice finance facilities.
- Building strong relationships with our clients and building a sound knowledge of “what they do” and the facilities that have been structured.
- Being the first point of contact with clients to meet their invoice finance funding requirements.
- Processing the clients schedules and ensuring the correct back up documentation is provided and reviewed and meets our expectations.
- Review certain clients funding parameters, such as credit and concentration limits, on an ongoing basis ensuring that we are maximizing the funding available to clients but in a safe and secure fashion.
- Building a sound understanding of your clients ledgers in terms of key customers and expected debt performance through effective credit control.
- Carrying out due diligence on debtors through sources such as Creditsafe.
- Portfolio risk monitoring through effective management of the clients facilities.
- Working closely with the wider operations team ensuring strong relationship and risk management.
- Obtaining and reviewing clients business information including things such as bank statements, HMRC information and creditors reports.
Benefits:
- Salary £30k-£35k NEG
- 25 holiday days + stats
- Birthdays off
- Private medical and dental
For more information please apply with a CV using the link.
Client Manager in Failsworth employer: WeDo Recruitment Investments Ltd
Contact Detail:
WeDo Recruitment Investments Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Failsworth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Manager role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching WeDo and their approach to client management. Understand their values and how they handle invoice finance facilities, so you can show them you're the perfect fit for their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with managing client portfolios and risk management. Highlight specific examples of how you've built strong client relationships in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining the WeDo team and ready to take on the challenge of being a Client Manager.
We think you need these skills to ace Client Manager in Failsworth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Manager role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can manage client portfolios and build strong relationships!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully managed clients or improved processes in your previous roles. This helps us see the impact you can bring to our team.
Keep It Professional Yet Personal: While we love a professional tone, don’t be afraid to let your personality shine through! A bit of warmth and authenticity can make your application stand out. Remember, we’re looking for someone who can build strong relationships with clients.
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. Let’s get your journey started!
How to prepare for a job interview at WeDo Recruitment Investments Ltd
✨Know Your Clients
Before the interview, research WeDo and their client base. Understand the types of businesses they work with and the specific invoice finance facilities they offer. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Relationship-Building Skills
Prepare examples from your past experience where you've successfully built strong relationships with clients. Highlight how these relationships led to improved service delivery or risk management. This is crucial for a Client Manager role.
✨Understand Risk Management
Brush up on your knowledge of risk management, especially in the context of invoice finance. Be ready to discuss how you've monitored and managed risks in previous roles, and how you would apply that knowledge at WeDo.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. This could include inquiries about the team dynamics, the tools they use for portfolio management, or how they measure success in client relationships. It shows you're engaged and serious about the position.
