Client Manager

3 months ago


Cleckheaton, United Kingdom M2 Professional Recruitment Services Ltd Full time

Client Manager - Invoice Finance/Trade Finance

An exciting opportunity has arisen for a Client Manager to join a leading independent provider of commercial finance solutions to businesses during an exciting period of growth.

Based from their regional office in West Yorkshire in this hybrid working role, the successful candidate will be responsible for the day to day management of a portfolio of commercial lending clients, minimising loss to the company whilst providing first class customer service. Facilities will be a mixture of Factoring, Invoice Discounting and/or Trade Finance.

Key Responsibilities:

  • Monitoring client facilities ensuring they are operating within the agreed terms of the facilities.
  • Verification of debts prior to the advance of monies.
  • On-going verification of debts and retention of relevant supporting documents.
  • Compliance within AML & KYC regulations.
  • Escalation of debts to Legal within agreed timescales.
  • Query resolution.

Key requirements:

  • Previous experience working within Invoice/Trade Finance is preferable.
  • Ability to organise and prioritise high volumes of work.
  • Excellent attention to detail.
  • Excellent communication skills both written and verbal.

This opportunity would suit an experienced Client Manager or Junior Client Manager looking to move into a full Client Management position.

The successful candidate will enjoy a competitive basic salary, bonus and excellent benefits package.


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