Client Executive

Location: Midlands

Posted: 31st October 2025

An expanding independent provider of Invoice Finance solutions seeks a Client Executive to join their operations team based in their Midlands head office.

The role will involve supporting an existing team of Relationship Managers.

Main 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.
• Process client payments accurately and in line with procedures and deadlines set.
• 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.
• Timely processing of schedules, with appropriate sampling and funding release.
• Support both the Operations and Sales departments with the take on of new clients, as required, to include raising of legal documentation and setting up C3 facility lines and take on ledger uploads.
• Efficient record keeping and filing for your portfolio of clients.
• Completion of daily balancing by set deadlines.
• Ensure you adhere to and consistently apply The Company's policies and procedures.
• Other duties as required by your line manager and the directors.

Skills & Knowledge:

• 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)

Required Behaviours:

• A team player
• Flexible
• Organised
• Customer and people oriented
• Approachable

The successful candidate will be rewarded with a competitive basic salary and associated benefits package. Hybrid working arrangements will be considered.