Client Relationship Manager CFD

Role: Client Relationship Manager CFD
Type: Full-Time, Permanent
Location: Onsite, Woodbridge HQ

Client Relationship Manager CFD

REV Capital is looking for a Client Relationship Manager to join our growing team! The Client Relationship Manager will be the main point of contact for our clients. Working closely with cross-functional teams, the Client Relationship Manager will create and nurture long-term relationships with clients while resolving issues that may arise.

About REV Capital: 

REV Capital is the leading provider of full-service factoring services in Canada and the United States, with eight offices across North America! We support thousands of businesses with invoice management, credit underwriting, and collection services. By offering dedicated support and transparent access to the factoring process, we help our clients grow their operations, maintain their competitive edge, and become leaders in their industries.  

When you join REV Capital, you are joining a growing team of over 100 professionals assisting clients with the success of their business each day! With a passion for helping others, a focus on diversity and inclusivity, and a flexible environment to grow both professionally and personally, there is no limit to where you can take your career. Ready to take the next step? 

Primary Responsibilities 

Client Care - You will be Client's primary point of contact for a specific portfolio. You must establish and maintain a professional relationship with clients by engaging in efficient and collaborative communication. 

• Maintain up-to-date and complete client files within a specific portfolio.  

• Collaborate closely with other departments to provide services that ensure clients' satisfaction with the company's offerings. 

• Ensure Clients are being funded in a timely manner according to the company’s guidelines. 

• Keep Clients informed as to the state of their portfolios. 

• Understand Clients' needs and develop plans to meet them within the scope of our policies and practices. 

• Attend Client meetings as necessary. 

Quality of Portfolio - Ensure credit policies and procedures are followed according to the established guidelines and applicable legislation. 

• Verify and approve invoices for funding in accordance with company guidelines.  

• Ensure that debtor notifications and verifications are performed in accordance with policies.  

• Ensure that receivables are eligible, accurate, and collectable.  

Dispute/Resolution Management - Investigate and resolve problems and issues. Identify issues causing delays in funding and work to resolve those issues by partnering with various departments and Clients to establish and satisfy the criteria required for timely funding. Ensure no receivables are purchased with disputes outstanding.  

Audits and Reporting: 

• Monitor portfolio indicators weekly. 

• Perform regular audits of clients’ portfolios to find potential risks/issues. 

• Notify and report to senior management concerning any critical trends to the organization’s financial health. 

• Review and understand inventory, audit, financial, third-party reports within your portfolio. 

• Perform quarterly performance reviews on your portfolio and engage with Clients where required. 

Other: 

• Establish and maintain an excellent working rapport with internal teams and external customers.  

• Adhere to organizational policies and procedures. 

• Enhance periodic reporting to provide results and context to deliver actionable insights. 

• Actively participate in providing feedback regarding team development and engagement.  

• Perform other duties as assigned. 

What We Offer:

• Employer matching RRSP – DPSP program
• Competitive compensation plan
• Growth and development opportunities
• Team outings and social events
• Excellent extended medical, dental, and vision benefits plan that is 100% employer paid