Client Executive - Birmingham

Job Purpose: To protect the integrity of the company investment. To optimise the income stream of the company. To ensure clients receive a satisfactory level of service. To support the Relationship Manager(s) and be the secondary communication link between the company and a portfolio of clients. Primary Duties: To resolve in an accurate and expeditious fashion any client queries. To provide support to clients ensuring that the client gets the maximum benefit from the service thus ensuring increased satisfaction, client longevity and operational efficiency. To assist the client take on process ensuring all client accounts are set up accurately and within sanctioned parameters. To ensure that audited and management accounts and other necessary management information is received in a timely manner, and to spread these onto the financial monitoring model used by the company. To ensure client records and changes in client status are recorded and implemented promptly and correctly. To help develop and maintain good commercial relationships within the company and with clients. To be a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence. To agree realistic funding limits for clients debtors (up to agreed authority levels) in line with good commercial judgement. Key Performance Indicators: To contribute to the overall business targets in respect of income and profitability to ensure that annual ..... full job details .....
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!