Job Vacancy - Assistant Relationship Manager – Invoice Finance – Birmingham – M2 Recruitment


Job Description:

Our client, a well-known provider of Commercial Finance is looking to employ a passionate, driven and organised candidate in an Assistant Relationship Manager position.

The role will involve supporting a Relationship Manager in the management and monitoring of a portfolio of clients with finance facilities; monitoring the day to day running of the portfolio, managing the ledgers, providing excellent customer service and ensuring all documentation is in place.


  • Have thorough understanding of the businesses within the portfolio.

  • Actively manage daily workloads as noted

    • Client payment requests

    • Upload of invoices/credits

    • Raising paperwork when required for High Involvements, Credit Limits and Overpayments.

  • Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments)

  • Deal with client/customer queries.

  • Communicate regularly with clients regarding any issues which may arise

  • Communicate regularly with RM and MD with regards any client issues

  • Review & notify RM of any changes as per Experian monitoring for both clients and debtors

  • Applying for credit protection and monitoring external facilities


  • Basic understanding of word/excel

  • Basic understanding of Dancerace/E3

  • Good communication skills

  • Ability to adapt to varying workloads

  • Good time management skills

  • ABFA Foundation and Certificate course


In return, the successful candidate will be rewarded with a competitive basic salary plus bonus and an excellent benefits package.

For more information about this role or any of our vacancies call 01625 522 774 or email