Relationship Executive

Not Specified | Permanent, full-time
| £25,000 - £35,000 per annum
Ref: SM171 (3 weeks ago)
My client, a financial services organisation in Newport, are looking for a Client Executive to join their team on a full time permanent basis.

This role will establish and maintain the professional relationships with an allocated portfolio to maximise income and client retention, providing excellent standards of customer service.

Key Duties:

·         Have an excellent understanding of all clients within designated portfolio

·         Drive credit control activity focusing on risk and client service, leading by example and managing performance

·         Managing monthly data requirements from clients, chasing missing information and maintaining records

·         Dealing with client payment requests, queries and all day to day client communication

·         Consistent monitoring and evaluation of client portfolio to ensure overall security

·         Preparing information for Relationship manager around client facility reviews

·         Identifying and reporting risk events to the Relationship Manager

·         Communicate regularly with clients

·         Communicate with the Relationship manager and provide regular updates if issues arise


Key Requirements:

·         Excellent communication skills, with clients, debtors and peers – verbal and written

·         Relationship building and maintaining

·         Driven, with a strong work ethic, focus and pride in delivering results

·         Desire to progress within the business

·         Inquisitive and excellent attention to detail

·          Able to work to targets and KPIs

·         Takes initiative, able to suggest solutions to problems

·         Knowledge of basic IT programmes such as Word and Excel and basic computer competence

·         Good understanding of business and basic understanding of how Invoice Finance works  

·         Excellent time management skills and ability to self-manage daily routines

·         Able to take responsibility and display leadership qualities


If you have at least two years credit control experience, ideally within a financial services environment and have previously managed people, although not essential, then please send through your CV for consideration.

In return my client is offering a salary of £25,000 - £35,000 depending on experience, full time hours of Monday – Friday 9am – 5pm, 25days holiday plus bank holidays and onsite parking.


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