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Client Manager
Job Posted: 5 hours ago
Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: OL9, Hollinwood, Borough of Oldham
Expire in: a month
Job Description
WeDo are looking for an experienced Client manager from a financial services background to join their Oldham based team.
Objective:
To manage a portfolio of clients operating Invoice finance facilities and provide the best level of service possible whilst adequately managing the Risk
Key Responsibilities:
* Managing a portfolio of clients operating invoice finance facilities.
* Building strong relationships with our clients and building a sound knowledge of “what they do” and the facilities that have been structured
* Being the first point of contact with clients to meet their invoice finance funding requirements.
* Processing the clients schedules and ensuring the correct back up documentation is provided and reviewed and meets our expectations
* Review certain clients funding parameters, such as credit and concentration limits, on an ongoing basis ensuring that we are maximizing the funding available to clients but in a safe and secure fashion
* Building a sound understanding of your clients ledgers in terms of key customers and expected debt performance through effective credit control
* Carrying out due diligence on debtors through sources such as Creditsafe
* Portfolio risk monitoring through effective management of the clients facilities.
* Working closely with the wider operations team ensuring strong relationship and risk management.
* Obtaining and reviewing clients business information including things such as bank statements, HMRC information and creditors reports.
Benefits:
Salary £30k-£35k NEG
25 holiday days + stats
Birthdays off
Private medical and dental
For more information please apply with a CV using the linkBefore You Apply
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