Client Relationship Specialist

3 weeks ago


Hemel Hempstead, Hertfordshire, United Kingdom Aimee Willow Connex Full time

Join a dynamic team at Aimee Willow Connex, where we are dedicated to empowering our clients to achieve growth and success. Our organization offers a flexible and client-focused factoring service designed to enhance cash flow.

Position Overview

The Client Relationship Specialist will be responsible for managing a designated portfolio of clients, making informed decisions based on ongoing performance assessments while delivering personalized service.

Key Responsibilities

  • Processing transactions efficiently.
  • Managing collections and their allocation.
  • Coordinating processing schedules with necessary documentation (invoices/timesheets).
  • Facilitating client payment processes.

Account Management Duties

  • Overseeing credit control to ensure timely debt recovery.
  • Providing exceptional client service, including conducting client visits.
  • Conducting performance evaluations for clients.
  • Performing risk assessments.
  • Gaining a comprehensive understanding of each client's business operations.
  • Verifying the legitimacy of invoices and supporting documents.
  • Resolving any disputes that may arise.
  • Making informed decisions regarding funding limits.
  • Establishing new customer accounts.

Additional Responsibilities

  • Carrying out other tasks as directed within the scope of the role.
  • Providing coverage for team members in various departments as needed.
  • Participating in monthly client reviews.
  • Attending company training sessions and meetings.

Qualifications



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