Client Executive – Invoice Finance – Midlands
Location: West Midlands
Posted: 29th September 2026
Job Description
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:
- 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.
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