Assistant Client Manager

Close Brothers; Brighton; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their Invoice Finance team. In this role, you will manage a diverse portfolio of clients, ensuring exceptional service and maximising client income while minimising risks. You will have the opportunity to build strong relationships and contribute to the company's mission of providing top-notch financial services. The organization values inclusivity and diversity, encouraging applicants from all backgrounds. This is a fantastic opportunity to grow within a supportive environment while making a significant impact on clients' financial success.

Benefits

Discretionary Bonus

Company Benefits

Flexible Work Options

Qualifications

• Excellent relationship building and interpersonal skills are essential.
• Strong problem solving and numeric skills are required.

Responsibilities

• Manage a portfolio of clients, ensuring excellent service delivery.
• Minimise risk of loss and maximise client income through effective management.

Skills

Relationship Building

Interpersonal Skills

Numerical Skills

Problem Solving

Teamwork

Education

Industry Knowledge

Client Management Experience

Tools

Microsoft Office

Job description

Salary Competitive Salary, Discretionary Bonus + Company Benefits

The Vacancy

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join Close Brothers Invoice Finance team where you will ensure delivery of excellent service to a portfolio of clients allocated to you and, through your endeavours, to maximise client life and income.

This role is also to help with minimising risk of loss to the company through client bad debt and attrition.

RESPONSIBILITIES

• Manage and control your own portfolio of factoring and invoice discounting clients, primarily with smaller facilities in place; building up over time until you manage a full workload of c. 40-45 clients.
• Minimise the risk of loss, utilising risk management tools and implementing risk management procedures.
• Maximise client life by ensuring delivery of excellent service, and implement additional services where appropriate.
• Maximise income by ensuring the correct fee rates are maintained, and by ensuring additional fees are charged where appropriate.
• Obtain and review financial information from clients.
• Undertake annual client reviews, and ad hoc reviews where facility changes are required.
• Source new business opportunities for Invoice Finance and Asset Finance from existing client base.
• Provide in-house support for client managers handling client queries and requests on a day-to-day basis and to provide cover in their absence.
• Process system updates in relation to clients and/or debtors as required by the client managers, ensuring such updates have been appropriately authorised.
• Co-ordinate outgoing Inter-factor transfers.
• Obtain additional income in accordance with CIF directives and maintaining monthly records of department totals thereto.
• Preparation of internal reports as required/requested.
• Security review completion and diary system management to include covenant satisfaction and reporting requirements.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Excellent relationship building skills
• Great interpersonal skills and are able to communicate effectively to stakeholders and customers
• Good numeric and computer skills (use of Microsoft Office tools).
• Fundamental industry knowledge
• The ability to work effectively as part of a team
• Strong problem solving skills and the ability to effectively prioritise your own workload

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

• Industry specific experience including exposure to credit & risk
• A history of Client Management experience

We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at [e-mail] or request a call back.

ABOUT US

Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.