Skipton Building Society
Client Service Adviser
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Hours
This role is for a permanent position working full time 35 hours per week
Salary
£25,000 Per Annum
Closing Date
Fri, 25 Sept 2026
Join Skipton Business Finance as a Client Service Adviser, to play a key role in delivering exceptional operational support to our invoice finance clients. Managing everything from debtor collections and cash allocation to client service and ledger maintenance, you'll help ensure the smooth running of client facilities while maintaining strong risk controls and building trusted client relationships.
Who Are We?
Skipton Business Finance, part of the Skipton Group, has been helping UK SMEs fulfil their aspirations for over 20 years by providing working capital solutions that support their ambitious growth plans.
With a rich history rooted in reliability and innovation, we leverage our expertise to offer a diverse range of financial products, including Invoice Finance and Asset Based Lending. Our commitment to understanding the unique needs of each client enables us as a team to deliver personalised and responsive services, fostering long-term partnerships built on trust and mutual success.
At Skipton Business Finance, we strive to be more than just a financial provider. We aim to be a strategic partner, guiding businesses towards sustainable growth and prosperity. Join our team as we navigate the dynamic landscape of business finance together.
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What Will You Be Doing?
- Proactively manage debt collections, reducing overdue balances and resolving payment queries, disputes, and shortfalls.
- Accurately allocate cash receipts, maintain reconciled ledgers, and investigate and resolve account discrepancies.
- Provide first line support to clients, responding to queries and delivering a high standard of customer service.
- Process invoices, credit notes, adjustments, and facility transactions while ensuring compliance with internal controls.
- Monitor ledger performance, credit risk indicators, and unusual activity, escalating concerns and potential risks where appropriate.
- Collaborate with Client Managers, Credit, Risk, and Operations teams to protect security, support income generation, and deliver an excellent client experience.
What Do We Need From You?
To succeed in this role, you will bring:
- Strong written and verbal communication skills, with confidence handling customer and debtor conversations.
- Experience in invoice finance, credit control, financial operations, or a similar client facing environment.
- Excellent attention to detail, organisational skills, and the ability to manage competing priorities effectively.
- Strong problem-solving skills, with the confidence to identify, manage, and escalate risks where appropriate.
- A collaborative, customer focused approach, with a commitment to continuous learning, service excellence, and accountability.
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What's In It For You?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.
We have a range of other benefits available to you including:
- Quarterly discretionary bonus scheme
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days
- Matching employer pension contribution (up to 10% per annum)
- Colleague mortgage (conditions apply)
- Salary sacrifice scheme for hybrid & electric car
- A commitment to training and development
- Private medical insurance for all our colleagues
- 3 paid volunteering days per annum
- Diverse and inclusive colleague networks including our Carers and Pride Alliance groups
- Health and wellbeing support including cycle-to-work and discounted gym membership
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