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Business Money Promotions Ltd
Client Executive – Invoice FinanceBusiness Money Promotions Ltd • Macclesfield, England, GB
Client Executive – Invoice Finance

Client Executive – Invoice Finance

Business Money Promotions Ltd • Macclesfield, England, GB
30+ days ago
Job type
  • Full-time
Job description

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
    • Client payment requests
    • Upload of invoices/credits
    • 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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Client Executive – Invoice Finance • Macclesfield, England, GB

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