Client Executive

Fintellect Recruitment; Manchester; On-site; GBP 34,200 - 41,800; Full time

Benefits offered by this job

Competitive salary

Opportunities for development

Established company with a positive outlook

Job summary

A leading UK Challenger Bank is seeking a skilled Client Executive to support Client Managers and deliver outstanding service. The ideal candidate will have experience in client-facing roles, particularly in finance, and possesses excellent communication and organizational skills. This role offers a competitive salary of up to £38,000 plus benefits in Manchester.

Qualifications

• Previous experience in customer facing roles, especially in finance.
• Ability to build effective working relationships.
• Highly organized and able to prioritize workload.

Responsibilities

• Provide support for client managers and handle client queries.
• Ensure high service standards are maintained.
• Accurately process client payment requests.

Skills

Client facing experience

Excellent communication

Detail oriented

Organizational skills

Team player

Job description

Fintellect Recruitment provided pay range

This range is provided by Fintellect Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Fintellect Recruitment

Director | Headhunter | Commercial Finance Recruitment

Client Executive

About the Role

A leading UK Challenger Bank is seeking a skilled Client Executive to work alongside their Client Managers to delivering innovative funding solutions and outstanding customer service to their clients in the Commercial Portfolio (funds in use up to £3M). Working as part of the Client Services, we are looking for someone with previous experience in customer facing roles, ideally within the invoice finance or commercial banking world and will possess excellent communication, prioritisation and administrative skills.

Key Responsibilities

• Provide on-hand support for client managers with effective handling of client queries, requests, internal administrative tasks and reporting requirements
• Ensure an excellent standard of service is provided at all times
• Accurately process client payment requests on the day of receipt and ensure that any overpayments are in accordance with an approved authority
• Process any changes to clients terms and conditions and ensure they are accurately documented on the client file
• Process relevant fees, reports and documentation in relation to client terminations
• Review and liaise with clients on any reconciliation variances
• Assist with the new business/onboarding process, especially with system set up and client training

Required Experience & Skills

• Relevant experience in a client facing role, ideally within the Invoice Finance, Business Banking or Commercial Banking sectors
• Excellent communicator both verbally and written
• Ability to build effective working relationships with both colleagues and clients
• Detail orientated and highly organised - able to effectively prioritise your own workload
• Team player, but can handle individual tasks

Why Should You Apply?

• Competitive salary of up to £38,000 + benefits
• Established Challenger Bank with a commercial, can-do outlook
• Growing business with opportunities for development and progression

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking and Financial Services

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