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- Act as a primary point of contact for clients, fostering strong and effective relationships.
- Identify and escalate any risks or service issues to the Relationship Management Team.
- Maintain accurate and up-to-date client records to ensure seamless coverage during absences.
- Oversee effective ledger management, including client assignments, funding limits, and credit approvals in line with company policies.
- Assist the Relationship Management Team with funding and payment proposals.
- Conduct proactive customer verification and credit control according to company procedures.
- Ensure timely receipt, review, and action of all client documentation.
- Maintain detailed records of client interactions and administrative activities.
- Support the introduction of new clients by collaborating with the Management Team and New Business division.
- Experience: 2+ years in Invoice Finance or a related financial services industry.
- Communication: Excellent written and verbal communication skills.
- Organisational Skills: Ability to manage and prioritise a demanding workload effectively.
