Client Executive

Close Brothers Group; Manchester; Hybrid; GBP 24,000 - 32,000; Full time

Job summary

Close Brothers Invoice Finance (CBIF) in Manchester seeks a customer-focused specialist to support client managers and deliver exceptional service. You will handle payment requests, term changes, and onboarding tasks while managing daily administrative duties.

The ideal candidate has experience in client-facing roles, excellent communication, and strong organisational skills, and thrives in a collaborative team environment. Hybrid working options are available in this role.

Qualifications

• Experience in a client-facing role, ideally within invoice finance.
• Excellent verbal and written communication skills.
• Strong organisational and prioritisation abilities.
• Keeps good working relationships with colleagues and clients.

Responsibilities

• Provide on-hand support for client managers with queries, admin tasks and reporting.
• Maintain an excellent standard of service at all times.
• Process client payment requests on receipt and handle overpayments per authority.
• Document changes to client terms and conditions accurately.
• Handle relevant fees, reports and documents for client terminations.
• Review dashboards and address reconciliation variances with clients.
• Assist with new business onboarding and system setup.

Skills

Client-facing experience

Excellent communication

Organised / detail-oriented

Team player

Education

ABFA Foundation level (or working towards)

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 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.