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Client Executive

M2 Professional Recruitment Services Ltd

Birmingham · Posted 9 Oct 2026 · 30 applicants

Permanent
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A growing independent provider of Invoice Finance in the Midlands is looking for an experienced Client Executive to join their team.

The Successful candidate will be responsible for supporting a Relationship Manager in the management and monitoring of a portfolio of clients with Invoice 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:

  • Liaise with clients to ensure that an excellent relationship is established and maintained with clients and their staff.
  • Highlight any risk or service issues to the relationship management team.
  • Support the Relationship Management Team by identifying and preparing funding or payment proposals in line with credit policy signing authorities.
  • Pro-actively conduct customer verification and credit control in line with company procedures and as directed by client management.
  • Liaise with clients to ensure documentation is received, reviewed, and actioned within a timely manner.
  • Manage and maintain accurate records of client administration activity for future review or follow up.
  • Assist and support Management Team and New Business with the introduction of new clients.

Key skills and responsibilities:

  • Excellent written and verbal communication.
  • Ability to prioritise a demanding workload.
  • 2+ years' experience in Invoice Finance or similar industry.

The successful candidate will be rewarded with a market leading salary and generous benefits package.

Apply now

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