£27K/yr to £30K/yr
Manchester, England
Permanent, Variable

Client Executive - Manchester

Posted by INTEGRO PARTNERS LTD.

  • Client Executive - Invoice Finance
  • Manchester - Office based
  • 27k - 30k

**One of the most reputable and fastest growing Invoice Finance lenders in the UK market is looking for a Client Executive to join their Manchester division. This is an exciting opportunity for you to progress your career in Invoice Finance and join a growing independent funder.

Location: Manchester Package: 27k - 30k

What you'll be doing as a Client Executive:

  • Managing a portfolio of clients including full service, choccs and confidential (shadow & Bulk).
  • Have thorough understanding of the businesses within the portfolio.
  • Perform verifications on all choccs and confidential accounts in line with the individual client schedule.
  • Manage receipt of MI in accordance with the schedule in a timely manner – filling in client sheets to monitor once information has been reviewed.
  • Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments).
  • Complete monthly reconciliations to meet the target date.
  • Review YTD stats on a monthly basis and highlight any issues to RM.
  • Deal with client/customer queries.
  • Communicate regularly with RM and OD with regards any client issues.
  • Issuing NOI on customer accounts where required.
  • Review & notify RM of any changes as per Creditsafe monitoring for both clients and debtors.
  • Checking of new customer information on the internet before introductory letters are released.
  • Applying for bad debt protection and monitoring external facilities.

What I'm looking for from you:

  • Previous experience within Invoice Finance.
  • A people person. Able to be client facing and communicate well at all levels.
  • Adaptable. This is a very varied role and can require a lot of adaptability often.
  • Able to mange your time effectively.
  • Ambitious and looking to grow. There are lots of internal promotion opportunities within the company.
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