Client Executive/administrator

2 months ago

Warwick, United Kingdom The Purely Recruitment Company Ltd Full time

**Who will I be working for?**

If you are looking to work in an exciting, start-up environment, then my client can offer you a warm, welcoming culture, where you will be a central member of the team. They are looking for someone with bags of enthusiasm, who loves all things administration and client services and who has a real drive to help the business grow and thrive.

**What will I be doing?**

Support the business with day-to-day administration duties, in line with set deadlines and standard operating procedures. Supporting the key objective of the business to maintain excellent standards of customer service and risk management. Full training will be provided for this role. My client is seeking someone with a can-do attitude, who wants to learn.

**Main duties and responsibilities**:

- Ensure good relations and communications with all clients as well as members of the team, to include developing a strong relationship/knowledge with your portfolio of clients.
- Efficient and effective Sales Ledger management, prioritising high risk debtors/clients.
- Process client payments accurately and in line with procedures and deadlines set.
- Accurately and promptly allocate customer receipts, with ongoing monitoring of on account cash levels.
- Contacting debtors to provide information regarding outstanding balances, obtaining appropriate verification of balances, chasing for payment dates, ensuring correct bank details, appropriate and timely follow up and diary notes.
- Sending and management of debtor statements and new customer letters.
- Aiding the Relationship Manager by providing full and detailed outline of collectable/non-collectable debts, through thorough paperwork review and analysis of ageing/aged debt.
- Effective chasing and completion of Client Month End Reconciliations, reviewing all associated documentation (Bank statements, Creditors, Debtors).
- Escalating matters of risk concern and/or positive opportunities to the appropriate Relationship Manager.
- Monitoring credit limits and high involvement in line with the agreed funding parameters and satisfactory credit reference reports.
- Understanding key issues with regards to factorability and client cash requirements.
- Collecting financial information/operating conditions from clients, including HMRC liability confirmation, management information, bank statements, aged creditors and debtors and more bespoke monitoring.
- Timely processing of schedules, with appropriate sampling and funding release.
- Support both the Operations and Sales departments
- Efficient record keeping and filing for your portfolio of clients.

**What skills and experience are required?**
- Attention to detail/efficiency.
- Excellent customer service skills.
- Microsoft Office (Outlook, Word, Excel).
- Confidence on the phone.
- Administration, planning and organising skills with good time management.
- Prior experience in invoice finance/banking would be beneficial but is not essential.
- Commercial awareness.

**What else do I need to know?**

This is a permanent full time, office-based role. My client will provide full training and there is so much scop to grow with the business.

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person

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