Client Executive

Full Time
Midlands
Posted 1 month ago

Job Title: Client Executive

Location: Midlands

Salary:  Up to £30k

About the Company:

Our client is an established alternative finance provider specialising providing short-term lending and invoice finance to SMEs throughout the UK

Job Description: 

The ideal candidate will work closely with the Relationship Management and Business Development teams. You will provide day to day support to the Relationship Managers, delivering excellent customer service and responding to queries promptly and efficiently. You will process client assignments, schedule uploading and overpayment requests and prepare documentation for amendments and variations, whilst assisting in the new client take-on process. You will assist with the preparation of customer files for new clients and update systems and bank account set up’s, along with completing Land Registry and Credit searches

The ideal candidate will have the following :-

  • Financial industry experience preferred
  • Strong attention to detail and a high level of accuracy
  • Excellent communication skills, both oral and written
  • Exceptional organisational skills
  • Act with integrity at all times
  • Ability to work to tight timeframes and deadlines
  • Operate proactively, taking responsibility and ownership for own workload
  • Strong focus on personal development and learning
  • A team-player with a positive, can-do attitude

For more information or to send applications please send your details via email to melanie@cfrecruitment.co.uk

Job Features

Job CategoryBusiness Development, Relationship Manager

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