Invoice Finance Client Executive - Midlands

M2 Recruitment; West Midlands; On-site; GBP 32,000 - 42,000; Full time

Job summary

M2 Recruitment is recruiting a Client Executive for Invoice Finance in the Midlands. This role supports a Relationship Manager, monitors client portfolios and administers day-to-day tasks to ensure service excellence.

You will liaise with clients, manage ledgers, flag risks, prepare funding proposals, and verify documentation while maintaining accurate client records in a collaborative team setting.

Qualifications

• 2+ years’ experience in Invoice Finance or similar industry.
• Ability to prioritise a demanding workload.

Responsibilities

• Liaise with clients to establish and maintain relationships.
• Highlight risks or service issues to the relationship management team.
• Prepare funding or payment proposals in line with credit policy signing authorities.
• Pro-actively conduct customer verification and credit control in line with procedures.
• Liaise with clients to ensure documentation is received, reviewed, and actioned promptly.
• Manage and maintain accurate records of client administration activity.
• Assist and support Management Team and New Business with onboarding of new clients.

Skills

Relationship management

Customer service

Prioritisation

Credit policy understanding

Job description

M2 Recruitment is recruiting a Client Executive for Invoice Finance in the Midlands. This role supports a Relationship Manager, monitors client portfolios and administers day-to-day tasks to ensure service excellence.

You will liaise with clients, manage ledgers, flag risks, prepare funding proposals, and verify documentation while maintaining accurate client records in a collaborative team setting.