Client Executive

CBC Resourcing Solutions

Posted 17 days ago, valid for 5 days

Bracknell, Berkshire RG42 2HJ

Full Time

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Sonic Summary

The position is for an Assistant Relationship Manager in Invoice Finance, offering a salary between £30,000 and £33,000 plus bonus and benefits.
The role allows for home working with occasional visits to the office in Berkshire, requiring one to two days a week on-site.
Candidates should have experience supporting Relationship Managers and managing client portfolios effectively.
Key responsibilities include assisting with the client onboarding process, ensuring accurate account setups, and maintaining timely communication of management information.
The ideal candidate should possess strong communication skills and be a team player, contributing to the overall success of the team.

Assistant Relationship Manager - Invoice Finance

Home working

£30,000 to £33,000 plus bonus and benefits

Our well established client provides businesses with working capital through flexible Invoice Finance solutions.

They are looking to recruit an Account Executive for their team in Berkshire to work remotely and visit the office one or two days a week.

The successful candidate will be responsible for;

Supporting Relationship Managers and support a portfolio of clients.
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.
To ensure client records and changes in client status are recorded and implemented promptly and correctly.
To help develop and maintain good commercial relationships internally 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 (up to agreed authority levels) in line with good commercial judgement.

You will be a good communicator and team player.

Please send your CV in confidence

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