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Client Executive- Financial Services

Client Executive- Financial Services

  • Location

    Birmingham, West Midlands

  • Sector:

    Accounting and Finance

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + amazing benefits package

  • Contact:

    Jess Brannigan

  • Contact email:

    JessBrannigan@workwithglee.com

  • Job ref:

    P99675_1557997882

  • Published:

    2 months ago

  • Expiry date:

    2019-06-15

  • Startdate:

    ASAP

  • Consultant:

    #

Client Executive- Financial Services

Birmingham City Centre

Monday- Friday

£25,000 - £30,000

Are you an experienced Client Executive passionate about providing a high quality service? Do you want to work for a leading market brand with a prevail motive to provide businesses with the support they need?

(FULL JOB DESCRIPTION CAN BE PROVIDED)

Duties

  • Portfolio management of existing and new clients providing an end to end service
  • Complete instructions for client payment requests, uploading invoices and credits, raising crucial paperwork
  • Reviewing clients bank statements- searching for anomalies, highlighting and raising issues
  • Monthly reconciliation of accounts
  • Communicate with clients at all times and deal with queries
  • Ensure and client changes are updated and relevant credit parties are informed

To be an ideal candidate you will:

  • Have a clear understand of Word/Excel
  • Excellent communication and time management skills
  • Previous experience within a similar position

By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.