Relationship Executive – Financial Services
Relationship Executive
Are you a customer-focused operations professional with experience in financial services or a regulated environment? We’re recruiting for a Relationship Executive to join a growing team, acting as the key day-to-day contact for a portfolio of business clients while ensuring operational excellence, risk management and outstanding service delivery.
This is an excellent opportunity for someone who enjoys building strong client relationships, resolving complex queries and working in a fast-paced environment where attention to detail and customer service are equally valued.
- Act as the primary operational contact for a portfolio of business clients.
- Process and authorise client payment requests within delegated authority levels.
- Review invoices, perform verification checks and support funding availability processes.
- Investigate and resolve operational queries, reconciliations and payment issues.
- Monitor client compliance with operational requirements and escalate concerns where appropriate.
- Maintain reporting, risk controls and operational records to required standards.
- Deliver client training and support to encourage effective system usage and compliance.
- Experience supporting clients within financial services, banking, lending or a regulated operational environment.
- Strong understanding of operational controls, risk management and payment processing.
- Excellent communication and relationship-building skills.
- Proven ability to investigate issues, reconcile discrepancies and manage queries through to resolution.
- Strong organisational skills with the ability to prioritise competing deadlines.
- Proficient in Microsoft Excel and comfortable learning new systems quickly.
- Previous exposure to invoice finance, factoring or asset-based lending environments would be advantageous.
Why Apply?
- Join a collaborative and supportive team.
- Build long-term client relationships.
- Develop your financial services operations expertise.
- Opportunity for career progression within a growing business.
Apply Today
If you’re looking for a role that combines client relationship management, operational excellence and commercial awareness, we’d love to hear from you.
