Client Manager

5 days ago


Leeds, Leeds, United Kingdom Aimee Willow Connex Limited Full time
Client Manager

Location:
Head office Leeds (Role to cover a North West Patch)

The Role
To manage a designated portfolio of clients and maintain a full working knowledge of all clients.Maintaining first-class client relationships, ensuring that excellent levels of service are delivered so that client satisfaction levels remain high.To ensure that no client terminates on the grounds of poor service.To minimise third-party complaints.To ensure that each client is visited at least once a year.To undertake a new client visit within 48 hours of commencement and provide the client with structured education about company systems and procedures.
Risk Management
To ensure the security of company funds at all times, minimising client losses and bad debts.To work closely with the Senior Management in reviewing and scrutinising debt collectability and recoverability daily, taking appropriate steps where necessary to safeguard company security.To provide regular feedback to the Senior Management about any client issues that may impact upon client security or client retention.To request client audits where appropriate and to respond to audit recommendations promptly.To undertake regular client reviews to maintain a detailed knowledge of our clients businesses to ensure that they are operating within the terms of the Invoice Finance Agreement and making appropriate recommendations to the Credit Committee.To maintain an effective office diary and filing systemTo ensure that service and discount charge income levels are maintained.To ensure that additional fee income opportunities are identified and maximised.To identify opportunities within the portfolio for the increase and up-take of credit protection.To identify and introduce new business opportunities where appropriate.To supervise all new debtor account applications with assistance from your Client Executive.To liaise with clients to establish funding limits required to meet their needs and communicate any outcomes of these requests.To ensure top debtors are monitored using the appropriate systems and procedures.To ensure that all clients are monitored using the appropriate systems and procedures.To maintain our Credit Insurance policy and ensure all requirements are met in a timely manner.To oversee and ensure that all actions and assistance required for the collection and recovery of a terminated clients current account including fees are actioned.To maintain and build relationships with external partners to assist in the recovery and actions involved in a collect out scenario, including Insolvency Practitioners and Solicitors.
Training and Development
To have and contribute towards your personal development planTo provide staff training where appropriate.
Skills
Must have experience of managing a portfolio of Trade Finance, Invoice Finance or Construction Finance clients

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