Client Manager

WeDo Recruitment Investments Ltd; Failsworth; On-site; GBP 30,000 - 35,000; Full time

Job summary

A recruitment firm is looking for an experienced Client Manager to manage a portfolio of clients in the financial services sector. You will ensure high levels of service while managing risks associated with invoice finance facilities. The ideal candidate should have a strong background in financial services and excellent client relationship skills. Benefits include a salary between £30k-£35k, 25 holiday days plus stats, and private medical and dental care.

Benefits

25 holiday days + stats

Birthdays off

Private medical and dental

Qualifications

• Experience in financial services.
• Ability to manage relationships with clients.
• Knowledge of invoice finance facilities.

Responsibilities

• Manage a portfolio of clients operating invoice finance facilities.
• Build and maintain strong client relationships.
• Monitor risks and ensure compliance with funding parameters.
• Perform due diligence on clients and obtain necessary documentation.

Job description

WeDo are looking for an experienced Client manager from a financial services background to join their Oldham based team.

Objective: To manage a portfolio of clients operating Invoice finance facilities and provide the best level of service possible whilst adequately managing the Risk.

Key Responsibilities:

• Managing a portfolio of clients operating invoice finance facilities.
• Building strong relationships with our clients and building a sound knowledge of “what they do” and the facilities that have been structured.
• Being the first point of contact with clients to meet their invoice finance funding requirements.
• Processing the clients schedules and ensuring the correct back up documentation is provided and reviewed and meets our expectations.
• Review certain clients funding parameters, such as credit and concentration limits, on an ongoing basis ensuring that we are maximizing the funding available to clients but in a safe and secure fashion.
• Building a sound understanding of your clients ledgers in terms of key customers and expected debt performance through effective credit control.
• Carrying out due diligence on debtors through sources such as Creditsafe.
• Portfolio risk monitoring through effective management of the clients facilities.
• Working closely with the wider operations team ensuring strong relationship and risk management.
• Obtaining and reviewing clients business information including things such as bank statements, HMRC information and creditors reports.

Benefits

Salary £30k-£35k NEG

• 25 holiday days + stats
• Birthdays off
• Private medical and dental

For more information please apply with a CV using the link