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Client manager

Portsmouth
Fintellect Recruitment
Client manager
Posted: 2h ago
Offer description

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Director | Headhunter | Commercial Finance Recruitment

Our client is an established and reputable Invoice Finance lender who specialise in offering tailored lending solutions to SMEs to help them with their cashflow. Due to their continued success and growth, they are now looking to appoint a Client Manager to join their team.

The Client Manager is responsible for managing and servicing a portfolio of clients utilising invoice financing services offered by the company. They act as the main point of contact between the company and its clients, ensuring client satisfaction, and assisting in the growth and retention of the client base. The Client Manager should be dedicated to building and maintaining long-term client relationships, managing client accounts effectively, and contributing to the company's growth and success in the invoice financing industry.

This is an office based role, from their offices in Portsmouth, and will require client visits several times a month in the UK.

Key Responsibilities of the Client Manager:

* Develop and maintain strong relationships with assigned clients.
* Act as the primary point of contact for client inquiries, concerns, and support.
* Regularly communicate with clients to understand their needs and provide proactive solutions.
* Ensure high levels of client satisfaction and address any issues promptly.
* Monitor and manage the client accounts within the portfolio.
* Review and assess the creditworthiness of clients and their invoices.
* Collaborate with underwriting and credit teams to evaluate and approve financing requests.
* Ensure compliance with all contractual agreements and financial covenants.
* Conduct ongoing analysis of clients' financial health and credit risk.
* Make recommendations for adjustments to credit limits and terms when necessary.
* Monitor and manage any potential risks associated with client accounts.
* Assist new clients in the onboarding process, ensuring smooth integration with the company's systems and procedures.
* Work closely with clients and internal teams to resolve payment issues and discrepancies.

Key Requirements:

* Prior experience in invoice financing or financial services
* Prior experience managing a portfolio of customers is desirable
* Financially literate either from experience.
* Excellent communication and interpersonal skills.
* Attention to detail and strong organisational abilities.
* Strong problem-solving skills and the ability to work under pressure to meet deadlines.
* Great salary and benefits
* Opportunities for development and career progression
* Fantastic culture with a supportive and inclusive team
* Growing business

How to Apply:

If you're passionate about Client Management and eager to join a dynamic and growing company, we want to hear from you! Please attach your CV to this job posting.

Due to the high volume of applications, we will not be able to respond to every applicant.


Seniority level

* Seniority level

Mid-Senior level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance, Accounting/Auditing, and Customer Service
* Industries

Financial Services and Banking

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