Overview
Join to apply for the Client Executive (Invoice Finance) role at TieTalent
Manchester - Hybrid
Purpose of the role
To provide support to the Client Manager/Senior Client Manager and Commercial Director, in delivering innovative funding solutions and outstanding customer service to clients operating on factoring, CID and Ideal facilities up to £3m in funds out.
Responsibilities
* Provide the first point of contact for clients on operational queries and client requests on a day-to-day basis.
* Process system updates about clients and/or debtors as required, ensuring such updates are appropriately authorised.
* Clear all soundings on time.
* Handle client payment requests and processing within authority levels, assisting with overpayment requests in the CM/SCM\'s absence.
* Client terminations: calculating fees, issuing termination reports and statutory letters to clients and personal/corporate guarantors/warrantors and closing terminated accounts.
* Coordinate outgoing Inter factor transfers.
* Review the IDEAL dashboard and correspond with clients on any reconciliation variance; any concerning or persistent variances to be communicated to the Client Manager/Senior Client Manager.
* Prepare internal reports as required/requested.
* Conduct client inductions and ensure any system training for the client is carried out within 24 hours of payout.
* Identify and escalate risk.
* Complete Facility Transfer forms for the disclosure team, banking team and securities.
* Security review completion and diary system management, including covenant satisfaction and reporting requirements.
Standards of performance
* Provide adequate/satisfactory support to the Client Manager/Senior Client Manager and clients in the day-to-day operation of the client facilities, including accurate processing of client payment requests on the day of receipt and ensuring any overpayments follow an approved authority; charge applicable fees where necessary.
* Deliver excellent service at all times.
* Document changes to the client\'s terms and conditions accurately in the client\'s file with a signed acknowledgement prior to changes being implemented on relevant systems.
* Acknowledge client correspondence within 24 hours and respond in full within 7 working days. Handle complaints within policy.
Risk & Compliance
* Adhere to Governance and Compliance requirements and complete all reporting and reviewing activities required by Regulatory Bodies to the standard required.
Skills & Experience
* Numeric and computer literate.
* Industry knowledge.
* Customer service focus.
* Knowledge of Microsoft Office applications.
Education & Qualifications
* ABFA qualification to at least Foundation level (Desirable).
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Business Development and Sales
Industries
* Technology, Information and Internet
Note: This job description excludes boilerplate site-related notices. EEO statements and compliance information remain as required.
#J-18808-Ljbffr