Client Services Specialist - Hybrid Invoice Finance

Close Brothers Invoice Finance; Manchester; Hybrid; GBP 24,000 - 32,000; Full time

Job summary

Close Brothers Invoice Finance is seeking a proactive Client Services professional based in Manchester to support our Client Managers with queries, administrative tasks and onboarding. You will help process client payments, manage terms changes and assist with reporting, ensuring high standards of service to our Commercial Portfolio clients up to £3M.

Ideal candidates have experience in client-facing roles within invoice finance, excellent communication skills, and strong organisational

Qualifications

• Experience in a client-facing role, ideally in invoice finance.
• Excellent verbal and written communication.
• Detail-oriented and highly organised, with workload prioritisation.
• Able to work well in a team and independently.

Responsibilities

• Provide on-hand support for client managers with effective handling of client queries, requests, internal administrative tasks and reporting requirements
• Ensure an excellent standard of service is provided at all times
• Accurately process client payment requests on the day of receipt and ensure that any overpayments are in accordance with an approved authority
• Process any changes to clients terms and conditions and ensure they are accurately documented on the client file
• Process relevant fees, reports and documentation in relation to client terminations
• Review IDeal dashboard and liaise with clients on any reconciliation variances
• Assist with the new business/onboarding process, especially with system set up and client training

Skills

Client facing

Communication skills

Organisational skills

Prioritisation

Teamwork

Education

ABFA Foundation level

Job description

Close Brothers Invoice Finance is seeking a proactive Client Services professional based in Manchester to support our Client Managers with queries, administrative tasks and onboarding. You will help process client payments, manage terms changes and assist with reporting, ensuring high standards of service to our Commercial Portfolio clients up to £3M.

Ideal candidates have experience in client-facing roles within invoice finance, excellent communication skills, and strong organisational