Client Executive – Invoice Finance – North West

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

Job summary

A leading provider of Invoice Finance and Asset Based Lending in the UK is seeking a Client Executive. The role involves managing client interactions, processing requests, and conducting system training. Candidates must possess the ABFA Foundation level qualification and be proficient in Microsoft Office. A competitive salary and generous benefits package await the successful candidate.

Qualifications

• ABFA qualification at least at Foundation level required.
• Strong numerical and computer literacy essential.
• Proficiency in Microsoft Office applications is a must.

Responsibilities

• Serve as first point of contact for client operational queries.
• Manage client terminations and coordinate outgoing transfers.
• Conduct client inductions and system training.

Skills

Numerical literacy

Computer literacy

Industry knowledge

Proficiency in Microsoft Office

Experience with RiskFactor

Education

ABFA qualification at least at Foundation level

Job description

Client Executive – Invoice Finance – North West

An excellent opportunity has arisen to join one of the leading providers of Invoice Finance and Asset Based Lending in the UK as a Client Executive.

Key Responsibilities:

• Provide the first point of contact for clients regarding operational queries and requests on a daily basis.
• Process system updates related to clients and debtors, ensuring proper authorization.
• Clear all soundings in a timely manner.
• Handle client payment requests within authority levels and assist with overpayment requests in the absence of the CM/SCM.
• Manage client terminations by calculating fees, issuing termination reports and statutory letters to clients and guarantors, and closing terminated accounts.
• Coordinate outgoing Inter factor transfers.
• Prepare internal reports as required.
• Conduct client inductions and system training within 24 hours of payout.
• Identify and escalate risks appropriately.
• Complete Facility Transfer forms for disclosure, banking, and securities teams.
• Manage security reviews, covenant satisfaction, and reporting requirements.

Key Requirements:

Education & Qualifications

• ABFA qualification at least at Foundation level.
• Numerical and computer literacy.
• Industry knowledge.
• Proficiency in Microsoft Office applications.
• Experience with RiskFactor.

You will be rewarded with a market-leading salary and a generous benefits package.

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