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Client Executive

2 months ago


Haywards Heath, United Kingdom Aimee Willow Connex Limited 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, ...

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