Client Executive
Location
Manchester, Greater Manchester
Job Type
Full-time
Category
other-general
Posted
June 03, 2026
Purpose of the Role:
To provide support to the Client Manager/Senior Client Manager and Commercial Director, in delivering innovative funding solutions and outstanding customer service to clients operating on factoring.
Key Responsibilities:
Main tasks
* To be 1st point of contact for clients on any operational query ensuring feedback from clients remain positive at all times.
* To liaise across offices and operational teams on a regular basis.
* To identify, check and clear all soundings within a timely manner.
* Process client payments.
* Any system training for the clients is to be carried out within 24 hours of pay out.
* Complete security reviews within one month of the due date.
* Review the Ideal dashboard weekly and correspond with the clients in regard to any reconciliation variances that are identified, with any concerning or persistent variances being communicated back to the CM or SM.
To provide support to the Client Manager/Senior Client Manager and Commercial Director, in delivering innovative funding solutions and outstanding customer service to clients operating on factoring.
Key Responsibilities:
Main tasks
* To be 1st point of contact for clients on any operational query ensuring feedback from clients remain positive at all times.
* To liaise across offices and operational teams on a regular basis.
* To identify, check and clear all soundings within a timely manner.
* Process client payments.
* Any system training for the clients is to be carried out within 24 hours of pay out.
* Complete security reviews within one month of the due date.
* Review the Ideal dashboard weekly and correspond with the clients in regard to any reconciliation variances that are identified, with any concerning or persistent variances being communicated back to the CM or SM.