Client Executive

1 month ago

Haywards Heath, United Kingdom Aimée Willow Connex Full time

The role of the client executive will be to assist the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly).

  • Supporting the CE Manager and Portfolio Manager/s with the administrative function of the back office, to include remittance and collateral analysis, monthly reconciliation, processing of debt soundings and client payments.
  • Maintenance of collateral audit database and ensure effective client service.

The Responsibilities

Assist and support the Portfolio Managers:

  • Incorporates all aspects of managing the relationship between specific Clients and the company.
  • Act as the day-to-day internal contact for the operation of the Clients’ ABL / Lendscape accounts.
  • Ensure all daily client functions are completed, to include cash, payments, soundings, reconciliation and collateral updates.
  • Maintenance of Lendscape 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.
  • 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 the systems, liaising with the US department, company sales support and other areas as required.

Other Responsibilities

  • Liaise with US department to ensure timely reporting and month end processing.
  • Processing of client charges and facility transfers including Lendscape and GL Postings.

The Requirements

  • Detailed understanding of Asset Based Lending products and associated risk areas.
  • In depth knowledge of Lendscape or 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

  • Client Executive

    1 month ago

    Haywards Heath, United Kingdom Marsh McLennan Companies Full time

    Description: Client Executive - Education Practice We have a fantastic opportunity to join our Education Team as a Client Executive. Do you enjoy working with clients to build strong working relationships? Do you enjoy providing the best service possible for clients? Then the Client Executive opportunity may be of interest to you. You will manage...

  • Client Executive

    1 month ago

    Haywards Heath, United Kingdom Marsh Full time

    Client Executive - Education PracticeWe have a fantastic opportunity to join our Education Team as a Client Executive. Do you enjoy working with clients to build strong working relationships? Do you enjoy providing the best service possible for clients? Then the Client Executive opportunity may be of interest to you.You will manage and grow a portfolio...

  • Client Executive

    2 months ago

    Haywards Heath, United Kingdom Aimee Willow Connex Ltd Full time

    The role of the client executive will be to assist the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly). * Supporting the CE Manager and Portfolio Manager/s with...

  • Client Executive

    3 weeks ago

    Haywards Heath, United Kingdom Aimée Willow Connex Full time

    The role of the client executive will be to assist the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly). Supporting the CE Manager and Portfolio Manager/s with the...

  • Client Executive

    2 weeks ago

    Haywards Heath, United Kingdom Aimée Willow Connex Full time

    The role of the client executive will be to assist the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly). Supporting the CE Manager and Portfolio Manager/s with the...

  • Client Executive

    1 month ago

    Haywards Heath, United Kingdom Aimée Willow Connex Full time

    The role of the client executive will be to assist the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly). Supporting the CE Manager and Portfolio Manager/s with the...

  • Client Executive

    7 days ago

    Haywards Heath, West Sussex, United Kingdom GB001 Marsh Ltd Full time

    About the Role:We are seeking a highly skilled and experienced Client Executive to join our Education Team at GB001 Marsh Ltd. As a Client Executive, you will play a key role in managing and growing a portfolio of clients across the Education sector.Key Responsibilities:Manage an allocated portfolio of clients across the Education sector, providing...

  • Client Executive

    6 hours ago

    Haywards Heath, West Sussex, United Kingdom GB001 Marsh Ltd Full time

    About the Role:We are seeking a highly skilled and experienced Client Executive to join our Education Team at GB001 Marsh Ltd. As a Client Executive, you will play a key role in managing and growing a portfolio of clients across the Education sector.Key Responsibilities:Manage an allocated portfolio of clients across the Education sector, providing...

  • Client Executive

    3 months ago

    Haywards Heath, United Kingdom Marsh Full time

    We are looking for a Client Executive to join our Surety team in our Haywards Heath office. This is a fantastic opportunity to begin or progress your career in a specialised area of the insurance sector. Ideally you will already have some experience of working with corporate entities at a C suite level and have some experience in the financial or legal...

  • Client Executive

    2 days ago

    Haywards Heath, West Sussex, United Kingdom GB001 Marsh Ltd Full time

    About the Role:We are seeking a highly skilled Client Executive to join our Education Team at GB001 Marsh Ltd. As a Client Executive, you will play a key role in managing and growing a portfolio of clients across the Education sector.Key Responsibilities:Manage an allocated portfolio of clients across the Education sector, providing expert advice on risk...

  • Client Executive

    4 hours ago

    Haywards Heath, West Sussex, United Kingdom GB001 Marsh Ltd Full time

    About the Role:We are seeking a highly skilled Client Executive to join our Education Team at GB001 Marsh Ltd. As a Client Executive, you will play a key role in managing and growing a portfolio of clients across the Education sector.Key Responsibilities:Manage an allocated portfolio of clients across the Education sector, providing expert advice on risk...

  • Client Executive

    1 month ago

    Haywards Heath, UK, West Sussex, United Kingdom Aimée Willow Connex Full time

    The role of the client executive will be to assist the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly). Supporting the CE Manager and Portfolio Manager/s with the...

  • Client Executive- Channel Finance Team

    4 months ago

    Haywards Heath, United Kingdom Aimée Willow Connex Full time

    Client Executive - Channel Finance Team RM Support Haywards Heath - South East OVERALL JOB OBJECTIVE Responsibility for assisting Portfolio Manager/ s (PM) and portfolio team with risk and relationship management of specific company's client portfolio (to include monitoring of all controls, collateral management and processing, client payments and analysis/...

  • Client Executive

    3 weeks ago

    Haywards Heath, West Sussex, United Kingdom Aimée Willow Connex Full time

    The role of the client executive will be to assist the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly). Supporting the CE Manager and Portfolio Manager/s with...

  • Client Administrator

    2 months ago

    Haywards Heath, United Kingdom Marsh McLennan Companies Full time

    Description: Surety Bonds Team – Marsh – Haywards Heath The Marsh Surety Practice is a market leading specialty business with more than employees globally (11 in the UK with offices located in London and Haywards Heath). We service and handle all aspects of the Surety broking process for a wide range of large clients including but not...

  • Client Relations Specialist

    3 weeks ago

    Haywards Heath, West Sussex, United Kingdom First Central Insurance Management Ltd Full time

    About Us: Welcome to First Central Insurance Management Ltd, a prominent insurance provider dedicated to delivering outstanding service to our clients. We leverage data to enhance our operations, ensuring that we provide the appropriate coverage at competitive prices tailored to our clients' requirements. Our achievements are driven by our committed team of...

  • Client Administrator

    2 months ago

    Haywards Heath, United Kingdom Marsh Full time

    Surety Bonds Team – Marsh – Haywards HeathThis inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community.  The Marsh Surety Practice is a market leading specialty business with more than 320 employees globally (11 in the UK with offices located in London and Haywards Heath).We service and...

  • SEO Executive

    4 days ago

    Haywards Heath, United Kingdom First Recruitment Services Full time

    We are delighted to be partnered with our family friendly, professional, reputable and established client as they seek to recruit an SEO Executive to join their team at their modern site close to Haywards Heath. This role is available due to strong company growth levels and expansion. SEO Executive Full time permanent role Mon-Thu 0800-1730 and Fri...

  • SEO Executive

    2 days ago

    Haywards Heath, United Kingdom First Recruitment Services Full time

    We are delighted to be partnered with our family friendly, professional, reputable and established client as they seek to recruit an SEO Executive to join their team at their modern site close to Haywards Heath. This role is available due to strong company growth levels and expansion. SEO Executive Full time permanent role Mon-Thu (Apply online only) and Fri...

  • Private Client Solicitor

    7 days ago

    Haywards Heath, United Kingdom G2 Legal Limited Full time

    Job Opportunity: Private Client Solicitor Location: Haywards Heath office This is a great opportunity for a Private Client Solicitor to join an established and highly regarded firm in Haywards Heath Role Requirements: Experience: a minimum of 2 years’ PQE as a private client solicitor or legal executive handling your own caseload of a range of private...