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Client Manager – Invoice Finance North West – CBCRS

Business Money Promotions Ltd

East Ham

On-site

GBP 30,000 - 50,000

Full time

Today
Be an early applicant

Job summary

A progressive SME Invoice Finance company in the UK is seeking an individual to manage a portfolio of key clients. Responsibilities include client surveying, acquiring new business, and ensuring compliance with financial covenants. The ideal candidate will ensure a high level of service and client satisfaction. Interested candidates should send their CV to the provided email address for a confidential discussion.

Responsibilities

  • Surveying prospective clients and assisting Business Development.
  • Acquiring new business from existing relationships.
  • Undertaking visits to existing clients.
  • Negotiating changes in terms with clients.
  • Monitoring clients for compliance with requirements.
  • Recommending solutions to finance or administrative problems.
Job description
Overview

An exciting opportunity has arisen within a well-established Client Operations team for one of the most progressive SME Invoice Finance companies in the UK.

The successful candidate will have a portfolio of key clients ensuring the provision of a high quality service and associated financing at an appropriate fee structure whilst maintaining the security of finance made available.

Responsibilities
  • Surveying prospective clients and assisting Business Development in establishing facilities for new clients.
  • Acquiring new business as a result of exploiting relationships with Clients and their advisors
  • Undertaking visits to existing Clients in accordance with company guidelines and as relationship or security issues demand.
  • Negotiate changes in terms and conditions with Clients and their advisors in accordance with company guidelines, and as relationship or security issues demand.
  • Monitor clients with respect to legal documentation and financial covenants, ensuring compliance with Credits Committee requirements and administration of the facility thereafter.
  • Recommend and implement solutions to any financial or administrative problems regarding Clients.
  • Make prepayments to Clients in accordance with approvals/procedures.
  • Ensure client receives appropriate level of service maximising client life.
  • Attend and participate in training, internal and external, as agreed or required
  • Any other duties, which may be allocated by the Directors from time to time.
  • Monitor Client security, maintaining and analysing financial statements,
How to apply

Interested candidates should send their CV in complete confidence to Mark Lyons at mlyons@cbcrs.co.uk or call 07790808904 for a confidential discussion.

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