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Client Relationship Support

Full time role, based in Tarporley, Cheshire
Hours – 9am to 5pm with 1 hour for lunch
Holidays – 20 days plus bank holidays
Salary – Competitive, dependent on experience (please provide salary expectations)

Company and opportunity

Creative Capital is a boutique finance company based in Tarporley, Cheshire, providing Selective Invoice Finance and Trade Finance facilities to SME clients nationwide. As part of the alternative funding arena, we are working in a high growth industry, whilst maintaining the principles of a small lender.

Experience and attributes

  • Financial services or banking background
  • Producing and working with detailed documentation including purchase orders and invoices
  • Trade Finance and Invoice Finance knowledge – highly preferable
  • Attention to detail is a must
  • The successful candidate will be proactive, and have the ability to work seamlessly as part of a small, dynamic team
  • Comfortable with word, excel, and CRM systems
  • Candidates must be flexible, with a willingness to learn and the ability to adapt and take on new responsibilities as the business grows.

Responsibilities

  • Dealing with daily bank account transactions, logging and allocating transactions and communicating with customers as required
  • Administering and completing requests for advances to customers and suppliers, including checking relevant documentation; setting up bank transfers to customers and suppliers; and ensuring all compliance requirements are in place
  • Ensuring all transactions are recorded on the CRM and other systems
  • Answering incoming telephone calls, taking messages and redirecting calls as required
  • Ad-hoc administrative duties as needed by the business
  • Assisting in responding to customers’ enquiries

Please respond by email with a copy of your CV, and details of your salary expectation, to keith.bolton@creativecapitaluk.com

Creative Capital