08/11/2022

Business Money Promotions Ltd; Macclesfield; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Bonus

Excellent benefits package

Job summary

A well-known provider of Commercial Finance is seeking a dedicated Client Executive to support the Relationship Manager in managing client portfolios. You will handle client payment requests, manage documentation, and ensure excellent customer service. Ideal candidates will have a background in banking or commercial finance and be able to work under pressure. Competitive salary and benefits package offered.

Qualifications

• Must be able to operate under pressure.
• Must have good customer service skills.
• Experience in managing client relationships is beneficial.

Responsibilities

• Support a Relationship Manager in managing the client portfolio.
• Monitor the day to day running of the portfolio.
• Deal with client/customer queries.

Skills

Team player

Adaptable

Organised

Quick learner

Basic understanding of Word

Basic understanding of Excel

Basic understanding of Dancerace/E3

Education

Background in banking/commercial finance

Job description

Our client, a well-known provider of Commercial Finance is looking to employ a passionate, driven and organised candidate in a Client Executive position.

You will be responsible for supporting a Relationship Manager in the management and monitoring of a portfolio of clients with Invoice Finance facilities; monitoring the day to day running of the portfolio, managing the ledgers, providing excellent customer service and ensuring all documentation is in place.

Main Duties/Responsibilities:

• Have thorough understanding of the businesses within the portfolio.
• Actively manage daily workloads as noted
  • Client payment requests
  • Upload of invoices/credits
  • Raising paperwork when required for High Involvements, Credit Limits and Overpayments.
• Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments)
• Deal with client/customer queries.
• Communicate regularly with clients regarding any issues which may arise.
• Applying for credit protection and monitoring external facilities.

Skills

• The successful candidate will be a team player, adaptable, organised, a quick learner and be able to operate under pressure.
• Basic understanding of word/excel
• Basic understanding of Dancerace/E3
• A background in banking/commercial finance is essential.

In return, the successful candidate will be rewarded with a competitive basic salary plus bonus and an excellent benefits package.

For more information about this role or any of our vacancies call 01625 522 774 or email [e-mail].

M2 Professional Recruitment Services
Tel: [phone]
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[e-mail]
www.m2recruit.co.uk