Client Manager

Close Brothers Group; Manchester; Hybrid; GBP 50,000 - 1,000,000,000; Full time

Job summary

A leading financial services firm in Manchester is seeking a candidate to manage a portfolio of clients in invoice finance. Successful candidates will demonstrate prior experience in managing client portfolios and have exceptional communication and organization skills. This role offers hybrid working options and aims to deliver excellent service while maximizing income and ensuring compliance. The ideal candidate will also have strong analytical and problem-solving abilities.

Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

Qualifications

• Previous experience managing client portfolios within the Invoice Finance industry.
• Strong background in a relevant role (e.g., Client Executive or Assistant Client Manager).
• Keen eye for detail and good head for numbers.

Responsibilities

• Manage a portfolio (c. 40-45 clients) of factoring and invoice discounting clients.
• Maximize income by ensuring correct fee rates are maintained.
• Ensure compliance with Governance and Regulatory Bodies.

Skills

Exceptional communication skills

Strong organization skills

Ability to interpret and analyze financial information

Effective problem-solving skills

Tools

RiskFactor

Job description

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

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.

You will ensure the delivery of excellent customer service whilst maintaining a strong focus on risk management in order to preserve low bad debts and maximise client life and income.

Our ideal candidate will have previous experience managing client portfolios within the Invoice Finance industry or have a strong background in a relevant more junior role (e.g. Client Executive or Assistant Client Manager) and can demonstrate that theyre ready to take the next step.

Which ever candidate profile you are you will have exceptional communication and relationship building skills youll be highly organised with a keen eye for detail and a good head for numbers and risk management.

RESPONSIBILITIES

• Manage a portfolio (c. 40-45 clients) of factoring and invoice discounting clients with funds in use of up to.
• Maintain an understanding of the value of additional security in place per client.
• Maximise client life by ensuring delivery of excellent service and implement additional services where appropriate.
• Maximise income by ensuring the correct fee rates are maintained and by ensuring additional fees are charged where appropriate.
• Undertake annual client reviews and ad hoc reviews where facility changes are required.
• Source new business opportunities for Close Brothers Group from existing client base.
• 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 and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us please email us at or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group providing lending deposit taking and securities trading. We employ approximately 3000 people principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

To find out more about Close Brothers please visit our careers page: find out more about life at Close Brothers:

find out more about our benefits:

find out more about our commitment to creating an inclusive environment:

Our Responsibility - Diversity and inclusion Close Brothers Group

The Company

At Close Brothers Group we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued respected and included so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options helping you to balance your work and home life.

The Benefits

• Private medical
• Discounted health checks
• Stakeholder pension contribution
• Cycle to work scheme
• Gym discounts
• Purchase additional holiday

Key Skills

Customer Service, Client Expectations, Client Requirements, Client Support, Action Plans, Issue Resolution, Account Management, Client Relationships, Service Delivery, Client Service, Client Satisfaction, Client Management, Procedures, Service Level Agreements, New Clients

Employment Type : Unclear

Experience : years

Vacancy : 1

Yearly Salary Salary : 50001 - 999999999