Client Manager

Close Invoice Finance Ltd.; Manchester; On-site; GBP 40,000 - 55,000; Full time

Job summary

Join a leading finance team in Manchester, managing a diverse portfolio of invoice discounting clients. You will ensure excellent service delivery, compliance with regulations, and identify new business opportunities. Ideal candidates will have strong client management skills and financial analysis capabilities.

Qualifications

• Experience managing clients in the Invoice finance industry.
• Ability to build effective relationships with clients and stakeholders.

Responsibilities

• Manage a portfolio of 40-45 clients in invoice discounting.
• Ensure compliance with Governance and Regulatory Bodies.
• Source new business opportunities from existing clients.

Skills

Client Management

Communication

Problem Solving

Financial Analysis

Organizational Skills

Tools

RiskFactor

Job description

Join the Close Brothers Invoice Finance (CBIF) team where you will manage a portfolio (c. 45 clients) of Invoice Discounting and Factoring clients, with funds in use of up to £3m in the Commercial Team based in Manchester.

Responsibilities

1. Manage a portfolio (c. 40-45 clients) of factoring and invoice discounting clients with funds in use of up to £3,000,000.
2. Maintain an understanding of the value of additional security in place per client.
3. Maximise client life by ensuring delivery of excellent service and implement additional services where appropriate.
4. Maximise income by ensuring the correct fee rates are maintained and by ensuring additional fees are charged where appropriate.
5. Undertake annual client reviews, and ad hoc reviews where facility changes are required.
6. Source new business opportunities for Close Brothers Group from existing client base.
7. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.

We would love to hear from you if you have/are:

• Relevant experience managing clients in the Invoice finance industry including exposure to credit & risk.
• The ability to build effective, lasting relationships with clients at individual and board level, and likewise with internal stakeholders.
• Excellent communication skills and an ability to negotiate satisfactory solutions between client and bank.
• Strong organisation skills with the ability to prioritise tasks, ensuring deadlines are met, and client relationships are maintained to achieve zero qualifying attrition.
• The ability to interpret and analyse financial information.
• Effective problem solving skills.
• Valid UK drivers licence.

It is not essential but it would be great if you have:

• Knowledge of using RiskFactor.
• Knowledge/Management of IF, ID & ABL products.

We are an inclusive organisation committed to accessibility and will make adjustments for people with disabilities or long-term conditions. Please contact us at [e-mail] for alternative formats or to discuss the recruitment process.