Client Manager

RESPONSIBILITIES

Manage and control a portfolio of 40-50 factoring and invoice discounting clients with funds in use of up to £2,000,000.
Maintain an understanding of the value of additional security in place per client.
Maximise client life by ensuring delivery of excellent service and implement additional services where appropriate.
Maximise income by ensuring the correct fee rates are maintained and by ensuring additional fees are charged where appropriate.
Undertake annual client reviews, and ad hoc reviews where facility changes are required.
Source new business opportunities for Close Brothers Group from existing client base.
Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.

WE WOULD LOVE TO HEAR FROM YOU IF:

You have Invoice finance experience including exposure to credit & risk.
You have a proven track record in Client Management.
You're able to understand and interpret financial information.
You're highly organised and have a keen eye for detail.
You have strong interpersonal skills and ability to effectively communicate at all levels.
You possess excellent problem-solving skill.
You have experience in providing good customer service.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

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