Portfolio Executive

1 month ago

Manchester, United Kingdom Aimee Willow Connex Limited Full time
The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer service, responding to, and dealing with a wide range of queries.

The Role Responsibilities / Accountabilities

Supporting Relationship Managers client portfolio in all aspects of the client journey and experience Managing client files on the Client Relationship Management (CRM) system Assisting in the chasing and collation of client documentation both in the onboarding journey and during the client lifetime Preparing and completing client files to support client reviews for increase, extension or preparing for exit of facilities Assisting in the delivery of new clients, liaising with multiple stakeholders, whether internal (finance, sales) or external (Solicitors, Accountants, Introducers) Monitoring and providing supportive oversight for management of risk, including preparation of reviews, chasing and some analysis of information (e.g., financial, and general compliance with the terms of the client facility), contribute to debate on potential client strategies, and escalating concerns as necessary in client conduct. Ability to demonstrate an understanding of the regulatory framework relevant to the role Liaising with the wider team to maintain operational efficiency and promote best practise thinking The Candidate

Customer service experience

prepared to go above and beyond to help clients Excellent attention to detail Administration experience Enjoy working in a fast-paced environment Strong communication skills Financial experience is desirable but not essential as full training is provided TPBN1_UKTJ

  • Portfolio Executive

    1 month ago

    Manchester, United Kingdom Aimee Willow Connex Limited Full time

    The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Portfolio Executive

    1 month ago

    Manchester, United Kingdom Aimee Willow Connex Limited Full time

    The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Portfolio Executive

    3 weeks ago

    Manchester, United Kingdom Aimee Willow Connex Limited Full time

    The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Portfolio Executive

    3 weeks ago

    Manchester, United Kingdom Aimee Willow Connex Limited Full time

    The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Portfolio Executive

    1 month ago

    Manchester, United Kingdom Aimee Willow Connex Limited Full time

    The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Portfolio Executive

    3 weeks ago

    Manchester, United Kingdom Aimee Willow Connex Limited Full time

    The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Portfolio Executive

    1 month ago

    Manchester, United Kingdom Aimee Willow Connex Limited Full time

    The role of the Portfolio Executive is 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.Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunityIt is the Portfolio Executives...

  • Portfolio Executive

    3 days ago

    Manchester, United Kingdom Fintellect Recruitment Full time

    My client is an innovative finance company seeking a Portfolio Executive to join their team in Manchester City Centre.The Portfolio Executive will play a key role in supporting clients and ensuring top-notch customer service.Main responsibilities include:Supporting Relationship Manager's client portfolio throughout the client journey.Managing client files on...

  • Portfolio Executive

    1 month ago

    Manchester, United Kingdom Aimée Willow Connex Full time

    The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Portfolio Executive

    1 month ago

    Manchester, United Kingdom Aimee Willow Connex Limited Full time

    The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Portfolio Executive

    3 weeks ago

    Manchester, United Kingdom Reward Finance Group Limited Full time

    **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...

  • Portfolio Executive

    3 weeks ago

    Manchester, United Kingdom Reward Finance Group Limited Full time

    **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...

  • Portfolio Executive Manchester

    2 weeks ago

    Manchester, United Kingdom Aimée Willow Connex Full time

    Portfolio Executive - Manchester Support Manchester - North West The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects...

  • Portfolio Executive

    1 month ago

    Manchester, United Kingdom Aimeewillow Full time

    The role of the Portfolio Executive is 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. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Executive Assistant

    2 days ago

    Manchester, United Kingdom The Portfolio Group Full time

    Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for an Executive Assistant / Personnal Assistant. We are looking for an Executive Assistant / PA to support the director of Legal services with various admin tasks, liaising with other departments and follow up on and give...

  • Content Executive

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for a SEO Content Executive to add to their team! The leading UK's Employment Law and Health & Safety Specialists, whoprovide a service to 28,000 Client's daily business operations are on the hunt. - Are you looking to expand...

  • Senior Content Executive

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    **(Hyrbid Role);**The Portfolio Group have a phenomenal opportunity on the table.. we are looking for a talented **Content Executive**to join a vibrant company with incredible growth plans who have won many awards! A clear path for progression for the right individual! - Are you looking for your next step within marketing? - Keen to join an organisation that...

  • Executive Assistant

    4 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for an Executive Assistant / Personal Assistant. We are looking for an Executive Assistant / PA to support the director of Legal services with various admin tasks, liaising with other departments and follow up on and give...

  • Executive Assistant

    1 month ago

    Manchester, United Kingdom The Portfolio Group Full time

    Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for an Executive Assistant / Personal Assistant. We are looking for an Executive Assistant / PA to support the director of Legal services with various admin tasks, liaising with other departments and follow up on and give...

  • Executive Assistant

    2 months ago

    Manchester, United Kingdom The Portfolio Group Full time

    Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for a Litigation Executive, specialising in Employment Law. We are looking for an Executive Assistant to support the director of Legal services with various admin tasks, liaising with other departments and follow up on and...