Relationship Manager

SRM Recruitment; Hemel Hempstead; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A leading Financial Services company is seeking an experienced Relationship Manager to support their growing team in Hertfordshire. This hybrid role involves managing client invoicing, ensuring accuracy and recoverability, and delivering exceptional service while balancing risk. Successful candidates will have experience in transaction processing and a strong client service focus.

Qualifications

• Proven experience as a Relationship Manager in financial services.
• Knowledge of invoice factoring and transaction processing.
• Strong client service orientation and interpersonal skills.

Responsibilities

• Post transactions on clients' ledgers accurately and timely.
• Ensure recoverability of debt purchased and verify documents.
• Deliver excellent client service and manage queries effectively.

Skills

Relationship management

Risk assessment

Client service

Job description

Relationship Manager

Financial Services

Hertfordshire / Hybrid

£40,000

Our client, a leading Financial Services company in the Hertfordshire are are looking for an experienced Relationship Manager with experience in invoice factoring to join their growing team.

Due to significant growth over the past few years, this exciting opportunity is available.

RESPONSIBILITIES

Transaction Processing

• The relationship manager role is responsible for posting the transactions on their client’s ledgers this includes cash receipts, schedules and payments. All transactions are to be processed accurately and adhere to the internal deadlines.
• The relationship manager must balance risk and service.
• You are to ensure the invoices are accurate and collectable while not being detrimental to the client and debtor relationship.

Account Management

• The relationship manager is responsible in ensuring the debt purchased is recoverable. This includes ensuring the invoices and supporting documents are legitimate and the verification is completed as per company requirements.
• Client service and retention is key to success and this is achieved in the main by the Relationship Manager team as you are responsible for the delivery of client service.
• Dealing with client questions, queries and requests. To be a successful relationship manager it is key you understand your clients business.
• Service is important but this also needs to be balanced with risk.
• Monitor risk in various ways, with various tools for your portfolio.

If you feel this role is for you, then please apply today as applications are being accepted immediately!