Client Executive – Invoice Finance – North West

Business Money Promotions Ltd; East Ham; On-site; GBP 33,000 - 38,000; Full time

Job summary

A leading commercial finance provider is seeking a Client Executive to join their newly established division. The role involves handling client queries, managing invoice schedules, and performing monthly reconciliations. Candidates should be numerically adept and familiar with Microsoft office applications. The position offers a market-leading salary between £33,000 – £38,000, plus bonuses and an excellent benefits package.

Benefits

Bonus

Excellent benefits package

Qualifications

• Strong analytical skills to manage accounts receivable.
• Ability to handle client queries and resolve issues.
• Proficient in using Microsoft Office applications.

Responsibilities

• Dealing with client queries and resolving issues.
• Manage daily client notifications of invoice schedules.
• Complete monthly reconciliation of the client’s Accounts Receivable ledger.
• Update the Account Receivables reserves monthly.
• Liaise with Finance for debtor receipts allocation.
• Accompany Client Manager on client visits.
• General portfolio administration including Salesforce updates.

Skills

Numeric and computer literate

Industry knowledge

Knowledge of Microsoft office applications

Tools

Salesforce

Job description

Client Executive- Invoice Finance – North West

An excellent opportunity has arisen to join one of the UK’s leading independent providers of commercial finance within their newly established Invoice Finance / Asset Based Lending division as a Client Executive.

Key Responsibilities:

• Dealing with client queries and resolving issues.
• Manage the daily client notifications of invoice schedules and monthly borrowing base of other Asset Based Lending assets.
• Completing monthly reconciliation of the client’s Accounts Receivable ledger.
• Updating the Account Receivables reserves on a monthly basis.
• Liaise with Finance to ensure debtor receipts are allocated and client payment requests are fulfilled.
• Opportunity to accompany the Client Manager on client on-boarding meetings and client visits.
• General portfolio administration – including updating Salesforce records and ensuring client’s accounts are received on time

Key Requirements:

• Numeric and computer literate
• Industry knowledge
• Knowledge of Microsoft office applications

The successful candidate will be rewarded with a market leading salary from £33,000 – £38,000, plus bonus and 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
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