Client Executive

2 weeks ago


Birmingham, United Kingdom M2 Professional Recruitment Services Ltd Full time

You will be responsible for supporting a Relationship Manager in the management and monitoring of a portfolio of clients with Invoice Finance facilities; monitoring the day to day running of the portfolio, managing the ledgers, providing excellent customerservice and ensuring all documentation is in place.

**Main Duties/Responsibilities**:

- Have thorough understanding of the businesses within the portfolio.
- Actively manage daily workloads as noted
- Client payment requests
- Upload of invoices/credits
- Raising paperwork when required for High Involvements, Credit Limits and Overpayments.
- Review client bank statements when received - highlighting any issues or concerns for the RM (HMRC and Direct Payments)
- Deal with client/customer queries.
- Communicate regularly with clients regarding any issues which may arise.

**Skills**
- Basic understanding of word/excel
- Basic understanding of Dancerace/E3
- A background in banking/commercial finance is essential.



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