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Date Added: Tue 20/08/2024

Client Executive - Manchester

Manchester, UK
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Company: INTEGRO PARTNERS LTD

Job Type: Permanent, FullTime

Salary: £27,000 - £30,000 per annum

  • Client Executive - Invoice Finance
  • Manchester - Office based
  • 27k - 30k
One of the most reputable and fastest growing Invoice Finance lenders in the UK market is looking for a Client Executive to join their Manchester division. This is an exciting opportunity for you to progress your career in Invoice Finance and join a growing independent funder. Location: Manchester Package: 27k - 30k What you'll be doing as a Client Executive: 
  • Managing a portfolio of clients including full service, choccs and confidential (shadow & Bulk).
  • Have thorough understanding of the businesses within the portfolio.
  • Perform verifications on all choccs and confidential accounts in line with the individual client schedule.
  • Manage receipt of MI in accordance with the schedule in a timely manner – filling in client sheets to monitor once information has been reviewed.
  • Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments).
  • Complete monthly reconciliations to meet the target date. 
  • Review YTD stats on a monthly basis and highlight any issues to RM.
  • Deal with client/customer queries.
  • Communicate regularly with RM and OD with regards any client issues.
  • Issuing NOI on customer accounts where required.
  • Review & notify RM of any changes as per Creditsafe monitoring for both clients and debtors.
  • Checking of new customer information on the internet before introductory letters are released.
  • Applying for bad debt protection and monitoring external facilities.
What I'm looking for from you: 
  • Previous experience within Invoice Finance.
  • A people person. Able to be client facing and communicate well at all levels. 
  • Adaptable. This is a very varied role and can require a lot of adaptability often. 
  • Able to mange your time effectively. 
  • Ambitious and looking to grow. There are lots of internal promotion opportunities within the company.
Apply Now