Portfolio Executive - Manchester
other jobs Aimee Willow Connex
Added before 6 Days
- England,North West,Greater Manchester
- full-time
- £22,000 - £25,000 per annum
Job Description:
Purpose of the job:
*The Portfolio Executive is responsible for providing client support across all aspects of the client relationship, delivering excellent customer service and dealing with a wide range of queries.
*Portfolio Executives will be client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured, with short to medium term facilities ranging from £50k to £5m.
Accountabilities & Responsibilities:
*Support the Relationship Manager’s client portfolio in all aspects of the client journey and experience.
*Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client’s lifecycle.
*Prepare and complete client files to support client reviews for increasing, extending, or exiting of facilities.
*Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external.
*Monitor and report on client risk management, escalating concerns as necessary.
*Work collaboratively to improve & maintain operational efficiency.
*Understand and demonstrate the regulatory framework relevant to the role.
Skills & Experience:
*Customer service skills.
*Excellent attention to detail.
*Administration experience.
*Enjoy working in a fast-paced environment.
*Strong communication skills.
*Financial experience is desirable, not essential, as full training is provided.
Requirements:
*You may be required to travel for client visits, attend events and other company offices - these may include an overnight stay.
Benefits:
*In addition to a competitive salary, you’ll also benefit from:
*28 days annual leave, plus bank holidays.
*An employer pension contribution of 10% of your base salary.
*Access to a range of gym & retail discounts and perks.
*Company paid for Private Medical Insurance, Health Cash Plan and Employee Assistance Program.
*Death-in-Service benefit of four times your salary.
*Salary sacrifice scheme to purchase an electric car.
*Bonus - dependent on personal performance.
*The Portfolio Executive is responsible for providing client support across all aspects of the client relationship, delivering excellent customer service and dealing with a wide range of queries.
*Portfolio Executives will be client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured, with short to medium term facilities ranging from £50k to £5m.
Accountabilities & Responsibilities:
*Support the Relationship Manager’s client portfolio in all aspects of the client journey and experience.
*Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client’s lifecycle.
*Prepare and complete client files to support client reviews for increasing, extending, or exiting of facilities.
*Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external.
*Monitor and report on client risk management, escalating concerns as necessary.
*Work collaboratively to improve & maintain operational efficiency.
*Understand and demonstrate the regulatory framework relevant to the role.
Skills & Experience:
*Customer service skills.
*Excellent attention to detail.
*Administration experience.
*Enjoy working in a fast-paced environment.
*Strong communication skills.
*Financial experience is desirable, not essential, as full training is provided.
Requirements:
*You may be required to travel for client visits, attend events and other company offices - these may include an overnight stay.
Benefits:
*In addition to a competitive salary, you’ll also benefit from:
*28 days annual leave, plus bank holidays.
*An employer pension contribution of 10% of your base salary.
*Access to a range of gym & retail discounts and perks.
*Company paid for Private Medical Insurance, Health Cash Plan and Employee Assistance Program.
*Death-in-Service benefit of four times your salary.
*Salary sacrifice scheme to purchase an electric car.
*Bonus - dependent on personal performance.
Job number 1669111
metapel
Company Details:
Aimee Willow Connex
Company size: 2-10 employees
Industry: Financial Services
Our success lies by partnering with leading & progressive Alternative Lending, FinTech, Commercial Finance & Banking companies across the UK. Looking ...