Our client, a well-known provider of Commercial Finance is looking to employ a passionate, driven and organised candidate in a Client Executive position.
You will be responsible for supporting a Relationship Manager in the management and monitoring of a portfolio of clients with Invoice Finance facilities; monitoring the day to day running of the portfolio, managing the ledgers, providing excellent customer service and ensuring all documentation is in place.
Main Duties/Responsibilities:
* Have thorough understanding of the businesses within the portfolio.
* Actively manage daily workloads as noted
o Client payment requests
o Upload of invoices/credits
o Raising paperwork when required for High Involvements, Credit Limits and Overpayments.
* Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments)
* Deal with client/customer queries.
* Communicate regularly with clients regarding any issues which may arise.
* Applying for credit protection and monitoring external facilities.
Skills
* The successful candidate will be a team player, adaptable, organised, a quick learner and be able to operate under pressure.
* Basic understanding of word/excel
* Basic understanding of Dancerace/E3
* A background in banking/commercial finance is essential.
In return, the successful candidate will be rewarded with a competitive basic salary plus bonus and an excellent benefits package.
For more information about this role or any of our vacancies call 01625 522 774 or email jobs@m2recruit.co.uk.
M2 Professional Recruitment Services
Tel: 01625 522 774
Fax: 01625 523 377
jobs@m2recruit.co.uk
www.m2recruit.co.uk
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