Client Service Advisor
4 days ago
Our client, one of the UK's leading independent providers of Financial Services to businesses requires a Client Service Advisor to join their team in West Yorkshire.
**Key Responsibilities**:
- To be responsible after training for the sales ledger maintenance, month end reconciliation and credit control for a portfolio of Factored, Invoice Discounting (ID) clients. Total Funds in Use across the portfolio of up to £500k.
- To be responsible for the collation of the month end reconciliation paperwork for a small portfolio of lower balance ID accounts, balancing sales ledgers and ensuring that the company are not overstated and/or at risk. Work out the reserves/retentions accuratelyto ensure no risk to the company.
- Review accounts and liaise with the Clients about their collections and allocations.
- To identify and report potential risk situations to the RM (Relationship Manager)/AE (Account Executive)/CSM (Client Services Manager)/ HOCS (Head of Client Services).
- To be responsible for the accurate processing and allocation of all notification schedules, cash / BACS receipts.
- To carry out a sounding/verification process daily for a random selection of invoices and credit notes. Collating/checking any necessary back up documentation along with verbal confirmation of larger invoice values.
**Key Requirements**:
- Credit control experience preferable or some form of telephone work.
- Ability to work accurately and efficiently under pressure and to strict deadlines.
- To begin the UK Finance Foundation course within 12 months of employment in this role.
- Computer literate with fast, accurate keyboard skills.
- Minimum of two standard GCSE’s including Maths and English.
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Customer Service Advisor
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