Address
Form of work
SalaryMy Client, a leading independent provider of Invoice Finance in Bristol, requires a Sales Support Executive during an exciting period of growth.
The successful candidate will be responsible for providing operational support to the sales team ensuring the smooth onboarding process of new clients and issuing all legal documentation.
Key Requirements:
- Ensuring all pre-qualifying ID & AML checks are completed in a timely manner to allow the new prospect to be assessed for suitability
- Gathering all KYC/KYB information to assist the underwriting team
- Raising legal documents within 24 hours of final underwrite
- Following a Take- On Checklist to ensure each stage of the on boarding process is completed accurately and promptly
- Ensuring all documents received are adequately filed to our online document management system (SharePoint)
- Collating, reviewing & processing all take on information to include, but not limited to invoices, sales & purchase ledgers and delivery documents - highlighting potential issues or discrepancies to the sales- person & underwriter
- Liaising directly with the prospective client to ensure all information required is received promptly, highlighting any delays or concerns to the salesperson and underwriter
- Responding to and resolving queries raised during the on boarding process in a timely manner - both internally and externally
- Creating the new client database within our funding platform
- Creating trust accounts in advance of first payment
- Liaising with and raising relevant inter factor transfer letters
- Telephone verification of the take on ledger, following a set format and template
- Submitting debtor protection quotes to ascertain required limits will be available. Making the new policy live and moving quote limits across
- Placing all credit/debtor protection limits on the relevant debtor accounts prior to first payment to maximise available funds
- Ensuring all take on fees are placed to the facility and all pre commencement conditions are met before raising a request for the first payment to be made
- Sending the welcome email and relevant client manuals once the first payment has been made
- Providing a hand over to the Relationship Management Team
Key Requirements:
- An understanding of compliance, AML and the KYC requirements within our industry
- An excellent eye for detail and confidence to speak out with concerns and better ways of working
- Excellent customer service & communication skills - you will be an ambassador, work in a professional manner and have a high level of written communication skills
- Managing Process - a proactive approach is required to ensure all tasks required during the process of on boarding a new client are completed effectively and to tight timescales
- Good working knowledge of Microsoft Office and basic accounting terminology
The role offers hybrid working and the successful candidate will be rewarded with a competitive basic salary, plus bonus and benefits. A background in Invoice Finance is desired but not essential.
