Client Executive - Birmingham

Aimee Willow Connex Ltd; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job description

Job Purpose:
* To protect the integrity of the company investment.
* To optimise the income stream of the company.
* To ensure clients receive a satisfactory level of service.
* To support the Relationship Manager(s) and be the secondary communication link between the company and a portfolio of clients.

Primary Duties:
* To resolve in an accurate and expeditious fashion any client queries.
* To provide support to clients ensuring that the client gets the maximum benefit from the service thus ensuring increased satisfaction, client longevity and operational efficiency.
* To assist the client take on process - ensuring all client accounts are set up accurately and within sanctioned parameters.
* To ensure that audited and management accounts and other necessary management information is received in a timely manner, and to spread these onto the financial monitoring model used by the company.
* To ensure client records and changes in client status are recorded and implemented promptly and correctly.
* To help develop and maintain good commercial relationships within the company and with clients.
* To be a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence.
* To agree realistic funding limits for clients debtors (up to agreed authority levels) in line with good commercial judgement.

Key Performance Indicators:
* To contribute to the overall business targets in respect of income and profitability to ensure that annual financial objectives are exceeded.
* To fully participate in company initiatives in a positive and proactive manner, ensuring income lines are protected and additional fees charged in line with expectations.
* To adopt a straightforward and professional approach at all times to ensure all clients receive a high level of service in order to increase client satisfaction and extend client life.
* To ensure we operate effectively as a team and communicate to a high level in order to bring out the best in people and motivate staff at all levels by showing you are a team player.
* To take action to identify and improve your own work related skill set and knowledge in a way which will benefit the role.

Qualifications Required:
* Educated to GCSE level.
* Invoice finance experience.
* Ability to work accurately and efficiently under pressure.
* Understanding/interpretation of client's financial information.