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Client Executive

3 months ago

Haywards Heath, United Kingdom Aimee Willow Connex Ltd Full time
Job Role

Responsibility for assisting Portfolio Manager/ s (PM) and portfolio team with risk and relationship management.

Responsibilities

* Assist and support the Portfolio Managers

* Managing the relationship between specific Clients.

* Act as the day-to-day internal contact for the operation of the Clients’ ABL / I Factor accounts.

* Ensure all daily client functions are completed, to include cash, payments, soundings, reconciliation and collateral updates.

* Maintenance of I Factor and other bank systems / standing data

* Support PMs to ensure compliance with all required visits / meetings and reporting.

* Manage Client information in accordance with pre-agreed terms and conditions

* Chasing and updating monthly (or such other required frequency) collateral (AR, stock, fixed asset valuation) figures.

* Ensuring all monthly AR / stock reconciliations are processed within the month or timely manner and any issues escalated to PMs and Manager Operations

* Processing of borrowing base certificates

* Ensure timely receipt of statutory audited accounts, monthly management information and client forecasts in accordance with the frequency required by Client documentation.

* Collate and prepare information for audit purposes, liaising with audit function when required

* Implement any audit recommendations following discussion with PMs

* Conduct soundings process for specific Clients, escalating issues when required Assist in the New Client process

* Responsibility for completion of necessary set-up paperwork for new clients

* Prepare new Client files (electronic and paper)

* Assist with the set up of new client accounts onto CRM systems

Experience

* Detailed understanding of Asset Based Lending products and associated risk areas

* In depth knowledge of I-Factor system and functionality

* Ability to read basic financial data and enter on to spreadsheet

* A good customer focused approach, with the ability to work as part of a team

* Ability to plan and prioritise to achieve deadlines as required