Portfolio Management Coordinator

7 months ago


Cardiff, United Kingdom Savills Full time

**Role Overview**

Working at our Cardiff office the focus of the role will be the ongoing change of tenancies to our commercial property portfolio, liaising with clients, suppliers and third parties to ensure suppliers hold the correct details.

**Key Responsibilities**
- Process changes of tenancies, on board new clients and any other ad hoc contract related requirements with energy suppliers, including supplier objections.
- Provide a high level of customer service.
- An excellent working knowledge of Word/Excel/PowerPoint/Outlook is essential.
- Maintenance of internal databases, folders and systems to ensure accurate and organised storage and provision of data. This includes use of multiple systems and collaboration with other teams.
- Managing high volume / own workloads using our query management system, and ability to prioritise.
- Pro-actively monitor and assess data to identify and correct any inaccuracies or corrections.
- Liaise with clients to fully understand their energy requirements.
- Liaise with energy suppliers to ensure queries resolved effectively, be integral to regular meetings with suppliers to ensure completion of outstanding tasks for each supplier.
- Seek to continually review, optimise or improve on current practices.
- Plan and organise workload to meet existing team/client requirements.
- Maintain a high level of professionalism when dealing with clients and colleagues.
- Exercise confidentiality and discretion at all times

**Key Skills**
- Microsoft Excel
- Optima experience an advantage.
- Previous Experience in the Utilities industry is an advantage.
- Attention to detail.
- Strong written and verbal communication skills
- Good telephone manner

**Team Overview**

The COT team sits within the Procurement service line which has a total of 11 staff across the COT and procurement functions.

Find out more about Savills offer

Recruitment agencies

Savills only pay agency fees where we have a signed agreement in place and that agency has been previously contacted and directed by a member of our recruitment team. We do not pay agency fees when speculative and unsolicited CVs are submitted to Savills or any of our employees other than via our careers website and through our recruitment process. If this is not adhered to, agency fees will not be paid.

Submission of any unsolicited CVs or proposals to Savills will be deemed evidence of full and unlimited acceptance of this approach.



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