Job Detail

Client Executive

• Field: Accountancy & Bookkeeping
• Deadline: 2026-03-10 11:03
• Manchester

A well-established, commercial finance provider specialising in delivering flexible funding solutions to small and medium-sized businesses is seeking a client executive to join their Manchester office. The organisation offers a broad portfolio including Asset Finance, Invoice Finance, Business Loans, Vehicle Finance and Asset-Based Lending.

The company operates from multiple offices across the UK and is recognised for its strong workplace culture and commitment to employee development.

Role Overview:
This role sits within the Invoice Finance team and focuses on supporting client relationships while ensuring effective ledger management, compliance, and service delivery. The successful candidate will work closely with Relationship Managers and internal stakeholders to provide a high standard of client service and operational support.

Key Responsibilities
Build and maintain strong relationships with clients and their teams, ensuring an excellent customer experience
Identify and escalate any risk, compliance, or service-related issues to the Relationship Management team
Maintain accurate and up-to-date client information and working documents, providing cover for colleagues during absences
Manage client ledgers, including assignments, funding limits, disapprovals and concentration levels in line with internal credit policies
Support Relationship Managers by preparing funding and payment proposals within delegated credit authorities
Proactively carry out customer verification and credit control activities in line with company procedures
Liaise with clients to ensure documentation is received, reviewed, and processed in a timely manner
Maintain clear and accurate records of all client administration activity for audit and follow-up purposes
Assist Management and New Business teams with the onboarding and introduction of new clientsSkills & Competencies
Excellent written and verbal communication skills
Strong organisational skills with the ability to prioritise a busy and demanding workload
High attention to detail and a proactive approach to problem-solving
Ability to work collaboratively within a team environmentExperience
Minimum of 2 years’ experience within a customer/ client focussed office based role. Financial service experience is desirable.
Relationship Executive / client management / client services / customer relations