Why Work With Us

Why Work With Us

JPD Financial works with blue chip customers across the world. We use data insights to drive efficiencies across their finance teams. Now part of Glantus, our solutions are evolving in an agile way powered by the innovative Glantus Data Platform. Join our growing team and be part of a company that is transforming the future of financial processing.

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current vacancies

We're looking for great people to join our winning team. If you love data and want to be part of an innovative force that's evolving how financial processing works, JPD is for you.

Client Services Executive, EMEA

Client Services Executive, EMEA

Full Time Position

JPD Financial – Harpenden, England

Pay Type: Salaried

Hiring Managers: Client Services Manager & Director of Operations, EMEA

Summary:

This position is responsible for managing and supporting JPD clients. The Client Services Executive serves as the primary operational contact for the client. This role will work in a collaborative fashion with the wider commercial team to transition the account after the point of sale. The primary responsibility of the Client Services Executive is to manage the delivery, acceptance, and deduction of recovery claims that JPD delivers to their clients. This highly visible position requires working with the client via phone, email and in person.

Duties and Responsibilities:
  • Build strong relationships with assigned clients (at multiple levels), thoroughly understanding the internal processes, goals, and motivations of the client
  • Work with the Client Services Manager and Director of Operations EMEA, to develop new strategies and approaches to optimise the audit and address barriers to success
  • Through regular interaction with the client, identify opportunities for improving our service and overall efficiency.
  • Conduct weekly and ad hoc client meetings via phone and/or in person. Agenda to include discussion of claims/escalations
  • Develops analytics and presentations that support periodic business reviews
  • Coordinate and interact with JPD internal teams for new client onboardings
  • Coordinate and interact with JPD clients to ensure high levels of service delivery
  • Analyse data and audit performance
  • Make recommendations for audit program changes
  • Generate and maintain quarterly client forecasts
  • Perform secondary calls related to collections of aged receivables
  • Create and maintain key client data in Salesforce
  • Interact and support the Client Services Support Specialists
Required Skills
  • Results-driven with an infectious “can do” attitude and ability to build comradery
  • Excellent analytical skills combined with the ability to translate findings into strategic improvements
  • Ability to organise and prioritise effectively when faced with multiple tasks
  • Strong interpersonal, problem-solving, verbal, and written communication skills in order to easily and effectively communicate with clients and individuals across the company
  • Candidate must be able to communicate effectively and professionally in person, over the phone, and in writing
  • Strong organisational skills and attention to detail
  • Proficiency in the use of Microsoft Office applications including Outlook, Word, Excel, and PowerPoint
  • Experience working in the Salesforce platform
  • Ability to travel domestically and internationally if required
  • Works well with, and demonstrates respect for, colleagues at all levels and consistently contributes to a positive work environment
Preferred Skills
  • Prior experience as a Client Services Manager, Account Manager or Account Representative
  • Prior experience with billing financial systems such as Oracle and SAP
  • Bachelor’s degree in Accounting, Finance, or Business Administration
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