Buckden Partners
Assistant Client Manager – Invoice Finance & Asset Based Lending
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Job Description: Assistant Client Manager
Our client, an established specialist lending platform, is looking to appoint an Assistant Client Manager to support the continued growth and management of its Invoice Finance and Asset Based Lending portfolio.
This is an excellent opportunity for an experienced Client Executive within Invoice Finance or ABL who is looking to take the next step into a broader Client Management role, with responsibility across client relationships, portfolio management, and risk.
Key Responsibilities
- Managing client queries and resolving issues, escalating where appropriate.
- Managing daily invoice notification schedules and monthly borrowing bases across ABL assets.
- Completing monthly reconciliations between client Accounts Receivable ledgers and Lendscape.
- Maintaining reserves and ensuring debtor receipts and client payment requests are managed effectively.
- Maintaining strong client relationships and attending client meetings and visits.
- Managing client variations, amendments, and portfolio administration.
- Monitoring accounts, covenant testing, audits, and valuations.
- Keeping Salesforce and other portfolio records accurate and up to date.
- Identifying opportunities to cross-sell additional lending products.
- Supporting projects and wider initiatives across the IF & ABL business.
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Requirements
- Experience within Invoice Finance, Asset Based Lending, or a related financial services environment.
- A good understanding of Invoice Finance, including key credit and risk considerations.
- Strong relationship management and communication skills.
- Excellent Excel capability and confidence working with financial data.
- The ability to work independently while collaborating effectively with colleagues and clients.
- A proactive, commercially minded approach with strong attention to detail.
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This is an opportunity to join a growing lending business where you will have genuine responsibility for a client portfolio and the opportunity to develop your career across both relationship management and secured lending.
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