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Who will I be working for?
Our client is a fantastic business operating within the global finance market. Their aim is to exceed customer expectations and grow their market share. They offer a supportive, friendly working environment and this role offers an amazing opportunity to grow and develop within the organisation.
What will I be doing?
Your overall aim will be to support the business with day-to-day client support duties, in line with set deadlines and standard operating procedures. Supporting the key objective of the business to maintain excellent standards of customer service and risk management.
Main duties and responsibilities:
- Ensure good relations and communications with all clients as well as members of the team, to include developing a strong relationship/knowledge with your portfolio of clients, understanding their business sector and debtor type.
- Efficient and effective Sales Ledger management, prioritising high risk debtors/clients.
- Accurately and promptly allocate customer receipts, with ongoing monitoring of on account cash levels.
- Contacting debtors to provide information regarding outstanding balances, obtaining appropriate verification of balances, chasing for payment dates, ensuring correct bank details, appropriate and timely follow up and diary notes.
- Sending and management of debtor statements and new customer letters.
- Aiding the Relationship Manager by providing full and detailed outline of collectable/non-collectable debts, through thorough paperwork review and analysis of ageing/aged debt.
- Effective chasing and completion of Client Month End Reconciliations, reviewing all associated documentation (Bank statements, Creditors, Debtors).
- Escalating matters of risk concern and/or positive opportunities to the appropriate Relationship Manager.
- Monitoring credit limits and high involvement in line with the agreed funding parameters and satisfactory credit reference reports.
- Understanding key issues with regards to factorability and client cash requirements.
- Collecting financial information/operating conditions from clients, including HMRC liability confirmation, management information, bank statements, aged creditors and debtors and more bespoke monitoring.
What skills and experience are required?
- Attention to detail/efficiency
- Excellent customer service skills
- Microsoft Office (Outlook, Word, Excel)
- Confidence on the phone
- Administration, planning and organising skills with good time management
- Prior experience in invoice finance/banking would be beneficial but is not essential
- A good understanding of factorability (training will be provided)
- Commercial awareness
What else do I need to know?
This is a full time permanent role and my client work solely from the office. It is a small team and they like to share ideas. They are based in CV34 with parking.
We really hope this great role appeals to you and you decide to apply! We love hearing from you and really appreciate every single application that we receive. We wish we could respond to your CV personally but due to the high number of responses we receive this just isn't possible.
No terminology in this advert is intended to discriminate on the grounds of a person’s gender, marital status, race, religion, colour, age, disability, or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications, and abilities to perform the duties of the job. Your data will be treated respectfully and in line with GDPR regulations. Our privacy policy is available on our website.
