Assistant Client Manager

Close Invoice Finance Ltd.; Brighton; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Assistant Client Manager to join their dynamic team. In this role, you will manage a diverse portfolio of clients, ensuring top-notch service delivery while minimizing risks and maximizing income. Your strong relationship-building and problem-solving skills will be essential as you navigate client needs and implement effective risk management strategies. This full-time position offers an exciting opportunity to grow within a supportive and inclusive environment, where your contributions will directly impact client satisfaction and business success.

Qualifications

• Excellent relationship building and interpersonal skills.
• Strong numeric and computer skills including Microsoft Office.

Responsibilities

• Manage a portfolio of clients, ensuring excellent service delivery.
• Minimize risk and maximize income through effective client management.
• Conduct annual and ad hoc client reviews.

Skills

Relationship Building

Interpersonal Skills

Numerical Skills

Problem Solving

Teamwork

Tools

Microsoft Office

Job description

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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.

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-ordinating outgoing Inter-factor transfers.
• Obtaining 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 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.

To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

To find out more about life at Close Brothers:

https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:

https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:

Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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