Client Executive

Close Brothers Invoice Finance; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Close Brothers Invoice Finance in Manchester seeks a proactive Client Services team member to support client managers and deliver excellent service. The role focuses on handling queries, processing payments and onboarding new clients with attention to detail and strong organisation.

The ideal candidate brings client-facing experience, top communication skills, and the ability to prioritise and work well in a team in a hybrid work environment.

Qualifications

• Experience in a client-facing role, ideally in invoice finance.
• Excellent written and verbal communication skills.
• Strong organisational skills with the ability to prioritise own workload.
• Ability to build effective relationships with colleagues and clients.

Responsibilities

• Provide on-hand support for client managers with queries, admin tasks and reporting.
• Maintain high service standards at all times.
• Process client payment requests on receipt and manage overpayments per authorities.
• Document changes to client terms and conditions on client files.
• Handle fees, reports and docs related to client terminations.
• Review IDeal dashboard and resolve reconciliation variances with clients.
• Assist with new business onboarding, system setup and client training.

Skills

Client-facing

Effective communication

Detail oriented

Organised

Prioritisation

Teamwork

Education

ABFA Foundation level

Job description

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 the Close Brothers Invoice Finance (CBIF) team where you will work alongside our Client Managers to deliver innovative funding solutions and outstanding customer service to our clients in the Commercial Portfolio (funds in use up to £3M).

Working as part of the Client Services team based in Manchester, our ideal new team member will have previous experience in customer facing roles, ideally within the invoice finance world and will possess excellent communication, prioritisation and administrative skills.

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 IDeal dashboard and liaise with clients on any reconciliation variances
• Assist with the new business/onboarding process, especially with system set up and client training

WE WOULD LOVE TO HEAR FROM YOU IF

• You have relevant experience in a client facing role, ideally within the Invoice Finance industry
• You're an excellent communicator both verbally and written
• You build effective working relationships with both colleagues and clients
• You're detail orientated and highly organised - able to effectively prioritise your own workload
• You love working in a team, but can handle individual tasks

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU

• Have obtained or are working towards an ABFA qualification to Foundation level

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at [e-mail] or request a call back.

About Us

For roles offering hybrid working: At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

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/s/careers

To find out more about life at Close Brothers: https://www.closebrothers.com/s/careers/life-at-close-brothers#374017299-899295541

To find out more about our benefits: https://www.closebrothers.com/s/careers/life-at-close-brothers/benefits

To find out more about our commitment to creating an inclusive environment: https://www closebrothers.com/s/careers/diversity-and-inclusion