Relationship Executive

Role Overview
Our client is seeking a proactive and detail-oriented Client Executive to join their team. This role is ideal for an individual with experience in Invoice Finance or a similar industry who thrives in a client-focused environment. You will play a key part in maintaining strong client relationships, ensuring risk management, and supporting the relationship management team.
 
Key Responsibilities:

• Act as a primary point of contact for clients, fostering strong and effective relationships.
• Identify and escalate any risks or service issues to the Relationship Management Team.
• Maintain accurate and up-to-date client records to ensure seamless coverage during absences.
• Oversee effective ledger management, including client assignments, funding limits, and credit approvals in line with company policies.
• Assist the Relationship Management Team with funding and payment proposals.
• Conduct proactive customer verification and credit control according to company procedures.
• Ensure timely receipt, review, and action of all client documentation.
• Maintain detailed records of client interactions and administrative activities.
• Support the introduction of new clients by collaborating with the Management Team and New Business division.

Skills & Experience Required:

• Experience: 2+ years in Invoice Finance or a related financial services industry.
• Communication: Excellent written and verbal communication skills.
• Organisational Skills: Ability to manage and prioritise a demanding workload effectively.

This is a fantastic opportunity to join a dynamic and growing team where your expertise and dedication will be valued. If you are passionate about client relationship management and financial solutions, we’d love to hear from you!