Client Executive – Invoice Finance – Midlands

M2 Professional Recruitment Services Ltd; West Midlands; On-site; GBP 32,000 - 42,000; Full time

Job summary

M2 Recruitment is recruiting a Client Executive for Invoice Finance in the Midlands. This role supports a Relationship Manager, monitors client portfolios and administers day-to-day tasks to ensure service excellence.

You will liaise with clients, manage ledgers, flag risks, prepare funding proposals, and verify documentation while maintaining accurate client records in a collaborative team setting.

Qualifications

• 2+ years’ experience in Invoice Finance or similar industry.
• Ability to prioritise a demanding workload.

Responsibilities

• Liaise with clients to establish and maintain relationships.
• Highlight risks or service issues to the relationship management team.
• Prepare funding or payment proposals in line with credit policy signing authorities.
• Pro-actively conduct customer verification and credit control in line with procedures.
• Liaise with clients to ensure documentation is received, reviewed, and actioned promptly.
• Manage and maintain accurate records of client administration activity.
• Assist and support Management Team and New Business with onboarding of new clients.

Skills

Relationship management

Customer service

Prioritisation

Credit policy understanding

Job description

Client Executive – Invoice Finance – Midlands

Location: West Midlands

Posted: 29th September 2026

Job Description

A growing independent provider of Invoice Finance in the Midlands is looking for an experienced Client Executive to join their team.

The Successful candidate 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.

Key Responsibilities:

• Liaise with clients to ensure that an excellent relationship is established and maintained with clients and their staff.
• Highlight any risk or service issues to the relationship management team.
• Support the Relationship Management Team by identifying and preparing funding or payment proposals in line with credit policy signing authorities.
• Pro-actively conduct customer verification and credit control in line with company procedures and as directed by client management.
• Liaise with clients to ensure documentation is received, reviewed, and actioned within a timely manner.
• Manage and maintain accurate records of client administration activity for future review or follow up.
• Assist and support Management Team and New Business with the introduction of new clients.

Key skills and responsibilities:

• Ability to prioritise a demanding workload.
• 2+ years’ experience in Invoice Finance or similar industry.

The successful candidate will be rewarded with a market leading salary and generous benefits package.