08 / 11 / 2022

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 or email . M2 Professional Recruitment Services Tel: Fax: www.m2recruit.co.uk


• 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.