Wallace Myers International Executive Recruitment & Professional Staffing

Jade Daly

When she’s not helping her financial services clients with their staffing needs Jade plays basketball at the highest level in Ireland. Jade always goes above and beyond for her clients and candidates which keeps them coming back time and time again.

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Client Services Executive/ Payments Specialist

Dublin South, Dublin


  • To ensure the security and profitability of the company through efficient and effective management of portfolio of clients
  • To establish and maintain a professional and efficient relationship with their allocated portfolio of clients
  • To provide excellent standards of customer service
  • To ensure that security is maintained at all times within the systems operated by the company


  • Receive and act upon client's requests as required whilst maintaining companies security
  • Develop a detailed knowledge of clients and customers within portfolio
  • Prepare client payments in line with authority limits
  • Complete client's month and reconciliation's to deadline - investigate reconciliation differences and implement reserves as appropriate
  • Calculate and make months end reserves, including contra's, ageing and general reserves
  • Chase and monitor the receipt of monthly reporting requirements from client
  • Monitor Client Account for risk and fraud
  • Monitor Credit Limits and HI Involvements
  • Monitor and ensure compliance of Operating Conditions
  • Provide a high level of service whilst maintaining security
  • Proactively seek to understand their clients to allow them to spot both warning signs and opportunities
  • Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training

Key Skills:

  • Maintain high level professional conduct with internal and external customers via face to face, the phone, email and in written communication
  • Establishes and maintains a professional 'expert' relationship with clients through efficient credit control. Understands and is interested in client's business
  • Manages credit control of client portfolio within agreed service levels, whilst providing a high level of customer service protecting the companies security
  • Good listening skills, understands how and when to action information, to the appropriate person
  • Sees things from clients point of view; identifies client's needs and has a sympathetic approach whilst protecting the companies security
  • Attention to detail
  • Sets credit limits within guidelines, makes recommendations/ propose decisions, back up decisions to line manager.
  • Monitors collection performance. Recommends appropriate solutions
  • Uses appropriate chasing techniques. Seeks to recommend alternative collection techniques. Takes responsibility for actions, Manages time and prioritizes work and plans ahead
  • Knowledge of clients business. Awareness of money laundering data protection legislation. Monitors risk and possible fraud


  • Experience - Invoice discounting, reconciliation, office environment, customer service experience
  • Skills - Excellent communication, numeracy, customer service focused, attention to detail, efficiency, planning and control, setting of personal goals, time management, IT

If interested please submit your CV

About Wallace Myers International | Recruitment Agency

Wallace Myers International is a specialist recruitment agency headquartered in Dublin 2, Ireland. We are the staffing experts of choice for businesses and organisations seeking staffing solutions of the highest calibre. We are the market leaders in professional recruitment and lead the way in Retail, Pharmacy, Accountancy, Financial Services, HR, Business Support, Construction & Property, Marketing & Sales, Hospitality, Technology.

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This position was pPosted on 27 Feb 2019

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