Average Client Manager salary in the UK

OVERALL SUMMARY You will manage a portfolio of Invoice Discounting and Factoring clients with funds in use of up to £2m in the Manchester Commercial Team. You will ensure delivery of excellent customer service whilst maintaining a strong focus on risk management in order to preserve low bad debts and maximise client life and income. Working on a hybrid model, with time split across the office, out on the road and an optional day at home, this role requires a customer obsessed individual with a head for numbers and risk management. You'll possess excellent communication, relationship management and problem solving skills. RESPONSIBILITIES Manage and control a portfolio of 40-50 factoring and invoice discounting clients with funds in use of up to £2,000,000.Minimise the risk of loss through use of risk management tools and implementation of risk management procedures.Maintain comprehension of the value of additional security in place per client.Maximise client life by ensuring delivery of excellent service and implement additional services where appropriate.Maximise income by ensuring the correct fee rates are maintained and by ensuring additional fees are charged where appropriate.Obtain and review financial information from clients.Undertake annual client reviews, and ad hoc reviews where facility changes are needed.Undertake client visits as needed.Source new business opportunities from existing client base.Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. WE WOULD LOVE TO HEAR FROM YOU IF: You have industry specific awareness including exposure to credit & risk.You possess Client Management experience.You are competent in understanding and interpreting financial information.You have report writing skills and the ability to meet deadlines.You are able to show strong customer service focus.You have knowledge of Microsoft Office.

We have an exciting new vacancy of Client Manager, for an enthusiastic, energetic, friendly and determined individual to join one of the fastest growing Invoice Finance companies in the country and the largest independent Invoice Finance Company in the county. The Role The Client Manager is responsible for managing and servicing a portfolio of clients utilising invoice financing services offered by the company. They act as the main point of contact between the company and its clients, ensuring client satisfaction, and assisting in the growth and retention of the client base. The Client Manager should be dedicated to building and maintaining long-term client relationships, managing client accounts effectively, and contributing to the company's growth and success in the invoice financing industry. The Responsibilities Client Relationship Management: • Develop and maintain strong relationships with assigned clients. • Act as the primary point of contact for client inquiries, concerns, and support. • Regularly communicate with clients to understand their needs and provide proactive solutions. • Ensure high levels of client satisfaction and address any issues promptly. Account Management: • Monitor and manage the client accounts within the portfolio. • Review and assess the creditworthiness of clients and their invoices. • Collaborate with underwriting and credit teams to evaluate and approve financing requests. • Ensure compliance with all contractual agreements and financial covenants. Credit Analysis: • Conduct ongoing analysis of clients' financial health and credit risk. • Make recommendations for adjustments to credit limits and terms when necessary. • Monitor and manage any potential risks associated with client accounts. Client Onboarding: • Assist new clients in the onboarding process, ensuring smooth integration with the company's systems and procedures. • Educate clients on the invoice financing process and best practices. Reporting and Documentation: • Maintain accurate and up-to-date client records and documentation. • Generate and provide regular reports on client accounts, performance, and utilisation of financing facilities. Cross-Selling and Upselling: • Identify opportunities to offer additional services or products to existing clients. • Collaborate with sales and marketing teams to promote upselling and cross-selling initiatives. Collections and Dispute Resolution: • Monitor and manage invoice collections and handle any disputes or discrepancies. • Work closely with clients and internal teams to resolve payment issues and discrepancies. Compliance and Risk Management: • Ensure compliance with regulatory requirements and company policies. • Contribute to the identification and mitigation of potential risks within the client portfolio. Plus any other ad hoc duties that are asked of you. The Requirements Essential 3 A Levels or above. 5 GCSEs at A to C or 9 to 4, including Maths and English.Excellent communication and interpersonal skills.Attention to detail and strong organisational abilities.Prior experience in invoice financing or financial services. Desirable Understanding of financial analysis and credit risk assessment.Understanding of Financial Statements.Knowledge of relevant regulations and compliance requirements.Experience of Dancerace.

IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include: Working closely with Financial Advisors to offer pro-active supportDiary management and arranging client meetingsLiaise with highly affluent and high net worth clients to ensure a smooth process and experiencePrepare meeting packs prior to client meetings on behalf of AdvisorsRaise invoices where requiredDatabase management The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work. The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.