Relationship Executive – Invoice Finance – Berkshire

Overview

In this role you support Relationship Managers to deliver funding and service to clients, ensuring daily funding, accurate payments, and proactive client management. You’ll collaborate across teams to uphold risk standards and enhance the client experience. The position combines funding coordination, payments processing, and opportunity spotting to support business growth in a financial services environment. You will work directly with clients to understand needs and help drive reliable, high-quality service at scale.

Pay / Benefits

• excellent salary
• generous benefits package

Responsibilities

• Collaborate with the Relationship Manager to execute the strategy aligned with goals and client needs
• Ensure daily client funding by routing decisions to the appropriate authority
• Process client payments accurately within risk parameters
• Coordinate with Credit Control and Data Processing to keep the debtor base fundable
• Regularly liaise with clients to understand needs and secure funding
• Support Relationship Managers in maintaining risk standards and monitoring payments
• Maintain high client service by effective communication and proactive service enhancement
• Identify growth opportunities by managing relationships and uncovering client needs
• Undertake additional duties/projects commensurate with role responsibilities

Key requirements

• Customer service experience
• Ability to understand and identify client needs
• Strong organizational and time management skills
• Understanding of risk in a financial services environment
• Excellent communication skills
• Basic IT skills, including MS Office (Excel, Word, Outlook)
• Experience in Commercial Finance or similar industry

• Customer-focused
• Strong communication
• Organized and detail-oriented
• Risk-aware
• Proactive problem-solving
• MS Office (Excel, Word, Outlook)

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