Client Executive RM Support
Essex - London
The Role:
Working within the Operations Department, providing support to Client Managers for proactive management of a portfolio of clients.
To deliver exceptional client service, maintain client relationships, and effectively manage risk to prevent loss of income and reputation to our business.

Responsibilities:

• To assist the Client Managers with the management of a designated portfolio of clients and maintain a full working knowledge of all clients.
• Maintaining first-class client relationships, ensuring that excellent levels of service are delivered so that client satisfaction levels remain high.
• To ensure that no client terminates on the grounds of poor service.
• To minimise third party complaints.
• To be the clients first point of contact for any payment requests, queries and ledger updates.
• To process client payments through the operating system within your agreed personal mandate level.
• To obtain monthly client information as per their operating conditions.
• To manage a designated portfolio of clients and maintain a full working knowledge of all clients.
• To work closely with the Senior Management in reviewing and scrutinising debt collectability and recoverability on a daily basis, taking appropriate steps where necessary to safeguard security.
• To work closely with the Client Managers in reviewing and scrutinising debt collectability and recoverability on a daily basis.
• To provide regular feedback to the Client Managers and Senior Management about any client issues that may impact upon security or client retention.
• To maintain an effective office diary & filing system.
• To ensure that additional fee income opportunities are identified and maximised.
• To identify opportunities within the portfolio for the increase and uptake of credit protection.
• To identify and introduce new business opportunities where appropriate.
• To work closely with the Credit Controllers to ensure adequate levels of verification are maintained on the Clients Ledgers.
• To work closely with the Credit Controllers to resolve sales ledger queries with Clients and ensure that clients resolve disputes quickly and are aware of any difficult recovery situations that may require legal action.
• To maintain, action and update an effective dispute resolution system.
• To regularly review portfolio sales ledgers to assess the levels of Credit Control activity, the collectability and validity of debt, discussing both with the Credit Controllers and clients any issues relating to overdue debt and unresolved disputes.
• To ensure that cash queries, that require client input, are resolved promptly.
• To process back-up paperwork for invoice re-assignments, debtor refunds and cash transfers.
• To ensure invoices and schedules are processed within the timescales directed.
• To ensure that all invoices comply with requirements before funding, including compliance with proof of debt and verification procedures where necessary.
• To recommend and raise all new debtor account applications with assistance from your Client Manager.
• To ensure top debtors are monitored using the appropriate systems and procedures.
• To ensure all funding limits that may adversely impact clients’ funding are reviewed, with any concerns escalated to the Client Managers.
• For new clients to be contacted on the day of commencement to provide education about systems and procedures
• To ensure that all clients are monitored using the appropriate systems and procedures.

Skills

• Previous experience working in the Invoice Finance sector
• Knowledge of B2B commercial lending processes

Apply for this Jo

• To assist the Client Managers with the management of a designated portfolio of clients and maintain a full working knowledge of all clients.
• Maintaining first-class client relationships, ensuring that excellent levels of service are delivered so that client satisfaction levels remain high.
• To ensure that no client terminates on the grounds of poor service.
• To minimise third party complaints.
• To be the clients first point of contact for any payment requests, queries and ledger updates.
• To process client payments through the operating system within your agreed personal mandate level.
• To obtain monthly client information as per their operating conditions.
• To manage a designated portfolio of clients and maintain a full working knowledge of all clients.
• To work closely with the Senior Management in reviewing and scrutinising debt collectability and recoverability on a daily basis, taking appropriate steps where necessary to safeguard security.
• To work closely with the Client Managers in reviewing and scrutinising debt collectability and recoverability on a daily basis.
• To provide regular feedback to the Client Managers and Senior Management about any client issues that may impact upon security or client retention.
• To maintain an effective office diary & filing system.
• To ensure that additional fee income opportunities are identified and maximised.
• To identify opportunities within the portfolio for the increase and uptake of credit protection.
• To identify and introduce new business opportunities where appropriate.
• To work closely with the Credit Controllers to ensure adequate levels of verification are maintained on the Clients Ledgers.
• To work closely with the Credit Controllers to resolve sales ledger queries with Clients and ensure that clients resolve disputes quickly and are aware of any difficult recovery situations that may require legal action.
• To maintain, action and update an effective dispute resolution system.
• To regularly review portfolio sales ledgers to assess the levels of Credit Control activity, the collectability and validity of debt, discussing both with the Credit Controllers and clients any issues relating to overdue debt and unresolved disputes.
• To ensure that cash queries, that require client input, are resolved promptly.
• To process back-up paperwork for invoice re-assignments, debtor refunds and cash transfers.
• To ensure invoices and schedules are processed within the timescales directed.
• To ensure that all invoices comply with requirements before funding, including compliance with proof of debt and verification procedures where necessary.
• To recommend and raise all new debtor account applications with assistance from your Client Manager.
• To ensure top debtors are monitored using the appropriate systems and procedures.
• To ensure all funding limits that may adversely impact clients’ funding are reviewed, with any concerns escalated to the Client Managers.
• For new clients to be contacted on the day of commencement to provide education about systems and procedures
• To ensure that all clients are monitored using the appropriate systems and procedures