Client Services Executive (Hybrid) - Invoice Finance

Close Brothers Invoice Finance; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Close Brothers Invoice Finance in Manchester seeks a proactive Client Services team member to support client managers and deliver excellent service. The role focuses on handling queries, processing payments and onboarding new clients with attention to detail and strong organisation.

The ideal candidate brings client-facing experience, top communication skills, and the ability to prioritise and work well in a team in a hybrid work environment.

Qualifications

• Experience in a client-facing role, ideally in invoice finance.
• Excellent written and verbal communication skills.
• Strong organisational skills with the ability to prioritise own workload.
• Ability to build effective relationships with colleagues and clients.

Responsibilities

• Provide on-hand support for client managers with queries, admin tasks and reporting.
• Maintain high service standards at all times.
• Process client payment requests on receipt and manage overpayments per authorities.
• Document changes to client terms and conditions on client files.
• Handle fees, reports and docs related to client terminations.
• Review IDeal dashboard and resolve reconciliation variances with clients.
• Assist with new business onboarding, system setup and client training.

Skills

Client-facing

Effective communication

Detail oriented

Organised

Prioritisation

Teamwork

Education

ABFA Foundation level

Job description

Close Brothers Invoice Finance in Manchester seeks a proactive Client Services team member to support client managers and deliver excellent service. The role focuses on handling queries, processing payments and onboarding new clients with attention to detail and strong organisation.

The ideal candidate brings client-facing experience, top communication skills, and the ability to prioritise and work well in a team in a hybrid work environment.