Client Executive

Overview

As Client Executive, you will nurture strong relationships with client businesses and their staff while supporting the relationship management team. You will highlight risks, assist with funding or payment proposals, and ensure timely documentation and records. You’ll verify customers and support credit control in line with policy, helping onboarding of new clients and maintaining robust client administration. This role offers a clear impact in client service within a growing financial services provider.

Pay / Benefits

• market leading salary
• generous benefits package

Responsibilities

• Liaise with clients to establish and maintain strong relationships with their staff
• Highlight risks or service issues to the relationship management team
• Support the Relationship Management Team by preparing funding or payment proposals in line with credit policy
• Pro-actively conduct customer verification and credit control per company procedures
• Liaise with clients to ensure documentation is received, reviewed, and actioned promptly
• Maintain accurate records of client administration for future review or follow-up
• Assist Management Team and New Business with onboarding of new clients

Key requirements

• 2+ years’ experience in Invoice Finance or similar industry
• Excellent written and verbal communication
• Ability to prioritise a demanding workload

• communication
• prioritisation
• client-focused
• attention to detail
• Invoice Finance

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