Aimee Willow Connex Ltd
Portfolio Executive - Manchester
Job Location
Irlams O' Th' Height, United Kingdom
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
Location: Irlams O' Th' Height, GB
Posted Date: 11/27/2024
* 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
Location: Irlams O' Th' Height, GB
Posted Date: 11/27/2024
Contact Information
| Contact | Human Resources Aimee Willow Connex Ltd |
|---|