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Client executive

Reading (Berkshire)
M2 Professional Recruitment Services Ltd
Client executive
Posted: 1 October
Offer description

Location: Reading

Posted: 23rd September 2025


Job Description

Our client, one of the UK’s leading independent providers of Financial Services to businesses requires a Client Executive to join their growing team in Berkshire.

Key Responsibilities:

* Liaise with clients to ensure that an excellent relationship is established and maintained with clients and their staff.
* Highlight any risk or service issues to the relationship management team.
* Support the Relationship Management Team by identifying and preparing funding or payment proposals in line with credit policy signing authorities.
* Pro-actively conduct customer verification and credit control in line with company procedures and as directed by client management.
* Liaise with clients to ensure documentation is received, reviewed, and actioned within a timely manner.
* Manage and maintain accurate records of client administration activity for future review or follow up.
* Assist and support Management Team and New Business with the introduction of new clients.

Key skills and responsibilities:

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

The successful candidate will be rewarded with a market leading salary and generous benefits package.

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