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Client Manager – Invoice Finance – Sussex

Business Money Promotions Ltd

England

On-site

GBP 10,000 - 40,000

Full time

30+ days ago

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An exciting opportunity awaits for a Client Manager to join a leading financial services provider in Sussex. In this role, you will oversee a portfolio of Invoice Finance facilities, ensuring exceptional client management and service delivery. Your responsibilities will include maintaining strong client relationships, conducting regular visits, and ensuring compliance with risk management policies. This dynamic position offers a competitive salary and a chance to be part of a forward-thinking company dedicated to supporting businesses across the South East. If you have a passion for client success and financial services, this role is perfect for you.

Experience managing client portfolios in financial services.
Strong communication and organisational skills are essential.

Manage client relationships and ensure excellent customer service.
Conduct client visits and onboarding meetings as needed.
Prioritise risk-reducing actions and escalate concerns appropriately.

Client Relationship Management

Communication Skills

Organisational Skills

Operational Experience in Factoring

Financial Accounting Knowledge

Business Finance Understanding

Risk Management Knowledge

Client Manager – Invoice Finance – Sussex

A fantastic opportunity has arisen for a Client Manager to join one of the UK’s leading providers of Financial Services to businesses. Based from their office in Sussex, you will be responsible for the day-to-day management of a portfolio of Invoice Finance facilities throughout the South East.

Key responsibilities:

Proactively managing client relationships, maintaining excellent levels of customer service.
Undertaking client visits in line with the agreed schedule with accurate and consistent reporting in the agreed format and timescales. Undertake onboarding meetings prior to payout and ensure all pre-commencement conditions are adhered to.
Ensuring that all required risk-reducing actions are prioritised, adequately resourced, and tracked to completion. Appropriately risk grading each client facility in accordance with the risk policy and escalate client/risk concerns through the appropriate internal channels.
Ensuring that both monitoring and watch clients are escalated to your line manager and reported on monthly.

Key Skills:

Previous experience managing a portfolio of clients.
Outstanding communication skills, both written and verbal.
Good organisational skills and the ability to prioritise workload.

Operational experience within Factoring or Invoice Discounting is essential, with a detailed understanding of Financial Accounting, Business Finance & Risk Management also preferable.

In return, the successful candidate can expect a competitive basic salary plus a range of additional benefits.

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