Client Service Manager Job Leeds area,England UK,Finance & Banking

The Role

Working within the Operations Department, providing support to Operations Support Manager for the proactive management of a portfolio of clients. To deliver exceptional client service, maintain internal and client relationships, and effectively identify and manage risk to prevent loss of income and reputation to our business.

Responsibilities

To manage a designated portfolio of clients and maintain a full working knowledge of all clients.
Maintaining first-class client relationships, ensuring that excellent levels of service are delivered so that client satisfaction levels remain high.
To ensure that no client terminates on the grounds of poor service.
Requests, queries and ledger updates.
To monitor and process client payments through the operating system within your agreed personal mandate level.
To obtain monthly client information as per their operating conditions.
To supply cover for the Credit Control team during staff absences.
To always ensure the security of funds, minimising client losses and bad debts.
To work closely with the Senior Management in reviewing and scrutinising debt collectability and recoverability daily, taking appropriate steps where necessary to safeguard security.
To provide regular feedback to the Operations Support Manager and Senior Management about any client issues that may impact security or client retention.
To maintain an effective office diary & filing system.
To undertake regular client reviews to maintain a detailed knowledge of our clients' businesses to ensure that they are operating within the terms of the Invoice Finance Agreement and making appropriate recommendations to the Credit Committee.
To ensure that service and discount charge income levels are maintained.
To ensure that additional fee income opportunities are identified and maximised.
To identify opportunities within the portfolio for the increase and uptake of credit protection.
To identify and introduce new business opportunities where appropriate.
To maintain, action and update an effective dispute resolution system.
To regularly review portfolio sales ledgers to assess the collectability and validity of debt, discussing with the clients any issues relating to overdue debt and unresolved disputes.
To ensure that cash queries, that require client input, are resolved promptly.
To process back-up paperwork for invoice re-assignments, debtor refunds and cash transfers.
To ensure invoices schedules are processed within the timescales directed.
To ensure that all invoices comply with requirements before funding, including compliance with proof of debt and verification procedures where necessary.
To recommend and raise all new debtor account applications with assistance from your line Manager.
To ensure top debtors are monitored using the appropriate systems and procedures.
To ensure all funding limits that may adversely impact clients' funding are reviewed, with any concerns escalated to the Operations Support Manager.
For new clients to be contacted on the day of commencement to provide education about systems and procedures.
To ensure that all clients are monitored using the appropriate systems and procedures.
To maintain our Credit Insurance policy and ensure all requirements are met promptly.

Skills

Previous experience working in the Invoice Finance sector

Knowledge

Knowledge of B2B commercial lending processes

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