Client Executive - Birmingham

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 fee’s 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.

Qualification's Required:

• Educated to GCSE level.


• Invoice finance experience.


• Ability to work accurately and efficiently under pressure.


• Understanding/interpretation of client’s financial information.