Location: Office Based
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
Hours: Monday Friday 9 AM 5 PM
Salary: £25k - £35k
About the Role:
Our well-established client, a leading provider of flexible Invoice Finance solutions, is seeking a Client Executive to join their growing team. This is an exciting opportunity to play a key role in supporting Relationship Managers and managing a portfolio of clients, ensuring the smooth operation of financial facilities and maintaining strong client relationships.
The successful Client Executive will work in an office-based environment, taking responsibility for the day-to-day management of client accounts, ensuring compliance with company policies, and contributing to risk management and client engagement.
This role is ideal for a proactive and detail-oriented professional with experience in Invoice Finance, Asset-Based Lending, or related financial services.
Key Responsibilities:
The Client Executive will support Relationship Managers in overseeing a portfolio of clients, ensuring all accounts are set up accurately and within sanctioned parameters.
The role involves assisting with the client onboarding process, ensuring compliance with company policies and procedures, and maintaining client records to ensure any changes in client status are recorded and implemented promptly.
The Client Executive will be responsible for ensuring that audited and management accounts, along with other necessary management information, are received and reviewed in a timely manner. The individual will also agree on realistic funding limits for clients, contributing to risk management by identifying and mitigating potential risks within the portfolio.
A key part of the Client Executive role involves helping to develop and maintain strong commercial relationships with clients and internal stakeholders. The individual will act as a bridge between administrative and professional/technical functions, ensuring seamless communication and service delivery while providing ongoing support to Relationship Managers in managing complex Asset-Based Lending exposures.
The Client Executive will be a supportive and participative team member, ensuring that team duties are effectively carried out in the absence of colleagues and contributing to the overall success of the team by meeting individual and team targets.
Required Experience:
Essential experience includes proven background in Invoice Finance, Asset-Based Lending, or a related financial services role, alongside a strong understanding of risk management and compliance within the financial services context. Experience managing client portfolios and supporting Relationship Managers is also key for success in the Client Executive position.
Desirable experience includes a background in Corporate Banking, Accountancy, or Business Finance, as well as familiarity with financial systems and processes for client onboarding and account management.
Qualifications:
While no formal qualifications are required, relevant qualifications (e.g., accounting, finance, or business) would be advantageous.
Benefits:
Opportunity to work for a leading provider of Invoice Finance and Asset-Based Lending solutions.
Flexible working arrangements with remote work and occasional office visits.
Supportive and professional working environment.
Potential for career development and progression within a global organisation.
Venator Executive is a specialist recruitment consultancy that helps organisation build high performing sales, operations and finance teams. We are committed to connecting exceptional talent with outstanding opportunities. All applications will be treated with the utmost confidentiality.
Please note: While we aim to respond to all applications, due to the high volume of responses, only shortlisted candidates will be contacted. If you do not hear from us within 7 working days, please assume your application has not been successful on this occasion.
Venator Executive operates as an equal opportunities employer. We welcome applications from all individuals and encourage those from underrepresented groups to apply.
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