Financial Services Coordinator
3 weeks ago
Thrive Group is seeking an experienced Financial Services Coordinator to effectively manage customer accounts and maintain our clients' payment terms and credit limits.
The Role:
- Maintain accurate records of customer transactions by phone, email or post.
- Ensure timely and efficient communication with customers through invoices, monthly statements, and overdue debt letters.
- Raise credit notes to rectify any discrepancies.
- Process payments and reconcile complex accounts on Sage.
- Manage new customer invoicing accounts and ensure seamless integration into existing systems.
- Perform thorough credit checks and set appropriate credit limits and payment terms.
- Generate comprehensive reports on departmental, customer, and aged debt performance.
- Identify and mitigate potential debtor risks to minimize financial exposure.
Essential Skills & Experience:
- Demonstrate exceptional accuracy in all financial communications.
- Meet deadlines and adhere to established timescales.
- Develop strong relationships with customers through effective written and verbal communication.
- Display a keen interest in finance and its applications.
- Prior experience in credit control or a related field is highly desirable.
We estimate the salary for this position to be around £35,000-£45,000 per annum, depending on qualifications and experience.
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