Client Manager

Client Manager

Location: Head office Leeds (Role to cover a North West Patch)

The Role

• 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.
• To minimise third-party complaints.
• To ensure that each client is visited at least once a year.
• To undertake a new client visit within 48 hours of commencement and provide the client with structured education about company systems and procedures.

Risk Management

• To ensure the security of company funds at all times, 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 company security.
• To provide regular feedback to the Senior Management about any client issues that may impact upon client security or client retention.
• To request client audits where appropriate and to respond to audit recommendations promptly.
• To undertake regular client reviews to maintain a detailed knowledge of our client’s businesses to ensure that they are operating within the terms of the Invoice Finance Agreement and making appropriate recommendations to the Credit Committee.
• To maintain an effective office diary and filing system
• 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 up-take of credit protection.
• To identify and introduce new business opportunities where appropriate.
• To supervise all new debtor account applications with assistance from your Client Executive.
• To liaise with clients to establish funding limits required to meet their needs and communicate any outcomes of these requests.
• To ensure top debtors are monitored using the appropriate 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 in a timely manner.
• To oversee and ensure that all actions and assistance required for the collection and recovery of a terminated clients current account including fees are actioned.
• To maintain and build relationships with external partners to assist in the recovery and actions involved in a collect out scenario, including Insolvency Practitioners and Solicitors.

Training and Development

• To have and contribute towards your personal development plan
• To provide staff training where appropriate.

Skills

• Must have experience of managing a portfolio of Trade Finance, Invoice Finance or Construction Finance clients