Assistant Relationship Manager – Invoice Finance – Manchester – M2 Recruitment
Our client, a well-known provider of Commercial Finance, is looking to employ a passionate, driven, and organised candidate in an Assistant Relationship Manager position.
The role will involve supporting a Relationship Manager in the management and monitoring of a portfolio of clients with finance facilities; monitoring the day-to-day running of the portfolio, managing the ledgers, providing excellent customer service, and ensuring all documentation is in place.
Key Responsibilities:
* Have a thorough understanding of the businesses within the portfolio.
* Actively manage daily workloads as noted;
* Upload invoices/credits.
* Raise paperwork when required for High Involvements, Credit Limits, and Overpayments.
* Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments).
* Deal with client/customer queries.
* Communicate regularly with clients regarding any issues which may arise.
* Communicate regularly with RM and MD regarding any client issues.
* Review & notify RM of any changes as per Experian monitoring for both clients and debtors.
* Apply for credit protection and monitor external facilities.
Skills:
* Basic understanding of Word/Excel.
* Basic understanding of Dancerace/E3.
* Ability to adapt to varying workloads.
* ABFA Foundation and Certificate course.
Salary/Benefits:
In return, the successful candidate will be rewarded with a competitive basic salary plus bonus and an excellent benefits package.
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