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Client Executive
2 months ago
Location:
Manchester
Package: 27k - 30k
What you'll be doing as a Client Executive:
Managing a portfolio of clients including full service, choccs and confidential (shadow & Bulk).
Have thorough understanding of the businesses within the portfolio.
Perform verifications on all choccs and confidential accounts in line with the individual client schedule.
Manage receipt of MI in accordance with the schedule in a timely manner - filling in client sheets to monitor once information has been reviewed.
Review client bank statements when received - highlighting any issues or concerns for the RM (HMRC and Direct Payments).
Complete monthly reconciliations to meet the target date.
Review YTD stats on a monthly basis and highlight any issues to RM.
Deal with client/customer queries.
Communicate regularly with RM and OD with regards any client issues.
Issuing NOI on customer accounts where required.
Review & notify RM of any changes as per Creditsafe monitoring for both clients and debtors.
Checking of new customer information on the internet before introductory letters are released.
Applying for bad debt protection and monitoring external facilities. What I'm looking for from you:
Previous experience within Invoice Finance.
A people person. Able to be client facing and communicate well at all levels.
Adaptable. This is a very varied role and can require a lot of adaptability often.
Able to mange your time effectively.
Ambitious and looking to grow. There are lots of internal promotion opportunities within the company
