Client Relationship Specialist
3 weeks ago
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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