Client Executive
8 months ago
Client Executive Relationship Management
Crawley - South East, Brighton - South East
The Role
Responsibility for assisting 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 Support Executive
7 months ago
Brighton, United Kingdom red robin recruitment Full time**Exciting Role as Client Support Executive in a Dynamic Financial and Insurance Advisory Firm** **Brighton | Permanent | £23,000 - £24,000** Dive into the financial services sector with a fast-paced, vibrant, growing firm in Brighton. This company provides an entrepreneurial culture paired with an impressive list of benefits and a clear path for career...
-
Client Services Executive
1 month ago
Brighton, Brighton and Hove, United Kingdom Redefined Ltd Full timeJob SummaryWe are seeking a highly motivated Key Account Executive to join our team at Redefined Ltd. The ideal candidate will have a proven track record in sales and commercial leadership, with a focus on driving business growth and delivering results.Key ResponsibilitiesThe successful applicant will be responsible for:Leading the commercial agenda and...
-
Client Services Executive
2 weeks ago
Brighton, United Kingdom The Student Room Group Full timeWHO ARE WE?The Student Room Group is the largest, most useful and best-loved online student community. Millions of students turn to us first for advice, info and support on work, learning and life’s ups and downs. And that means we’re uniquely privileged to connect educators, employers and consumer brands to switched-on young people actively seeking...
-
Client Services Executive
7 months ago
Brighton, United Kingdom Tillo Full timeAs a Client Services Executive at Tillo you'll be the voice of our customer, ensuring **best in class Service Delivery**, and making sure our clients feedback and requirements are fed to internal teams, for collaborative project planning and improvement of all of Tillo’s services You will join a world-class team in the business of making people smile. Our...
-
Client Services Executive
3 days ago
Brighton, United Kingdom Tillo Full timeDelivering more ways to show appreciation, Tillo is the rewards, incentives and gifting management platform. Tillo connects the world’s most popular retailers to partners and businesses looking for exciting new ways to reach employees, customers and new global audiences. Tillo unlocks a world of new opportunity through one market leading, award-winning API...
-
Client Relationship Manager
3 months ago
Brighton, Brighton and Hove, United Kingdom beBee Professionals Full time £30,000 - £45,000Account ExecutiveWe are seeking a results-driven Account Executive to join our team at beBee Professionals in Brighton, United Kingdom. As an Account Executive, you will be responsible for managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing...
-
Senior Legal Executive
1 week ago
Brighton, Brighton and Hove, United Kingdom Ashville Knight Full time £30,000 - £55,000Ashville Knight is recruiting a Senior Legal Executive to join their team in Hove.About the Role:The successful candidate will have at least 3 years of post-qualified experience in private client law.They will be responsible for managing a caseload of wills, probate, estate administration, and other private client matters.The role involves providing expert...
-
Private Client Administrator
3 weeks ago
Brighton, Brighton and Hove, United Kingdom Additional Resources Ltd. Full timeA Private Client Paralegal / Legal Executive is required to join our team at Additional Resources Ltd. The ideal candidate will have experience in handling client instructions, Wills, and estate administration, and be able to work independently.About the RoleThis full-time position offers an excellent benefits package and a salary range of £23,000 -...
-
Operations Transformation Leader
3 days ago
Brighton, Brighton and Hove, United Kingdom De Lacy Executive Full timeCompany OverviewDe Lacy Executive is a leading recruitment agency in the East of England, specialising in placing top talent within forward-thinking businesses like our client, a pioneering Agrichemical company.
-
Private Client Lawyer
2 weeks ago
Brighton, Brighton and Hove, United Kingdom G2 Legal Full timeJob Title: Private Client LawyerLocation: BrightonWe are seeking an experienced Wills, Trusts & Probate Solicitor or Chartered Legal Executive to join our team at G2 Legal in Brighton.Key Responsibilities:Manage a caseload of private client matters, including probate, estate administration, and will preparation.Provide technical expertise and advice to...
-
Agricultural Transformation Manager
2 weeks ago
Brighton, Brighton and Hove, United Kingdom De Lacy Executive Full timeDe Lacy Executive is partnering with a leading agrichemical business in the East of England to find an experienced Operations Manager. This pivotal role offers the opportunity to drive transformation, optimise efficiency, and enhance sustainability practices across the business.The ideal candidate will have proven experience in operations management,...
-
Private Client Lawyer
1 week ago
Brighton, Brighton and Hove, United Kingdom G2 Legal Full timeSeeking a qualified Wills, Trust & Probate Solicitor or Legal Executive for our Brighton office. As a growing Legal 500 firm, we offer competitive salaries and benefits.The ideal candidate will have experience in Private Client law, including probate, estate administration, and tax advice. A Chartered Legal Executive or STEP qualification is desirable.We are...
-
Executive Pa
17 hours ago
Brighton, United Kingdom Page Personnel Finance Full timeAs an Executive PA you will provide a high standard of support to management. **Client Details** Our client is based within Brighton and in the Public Sector and Government sector. **Description** As an Executive PA your responsibilities will be: - Provide support to management. - Manage inboxes and complex diaries. - Take notes during meetings and...
-
Accounts Senior
3 days ago
Brighton, United Kingdom Absolute Executive Search Full timeAbsolute Executive Search are currently working with a niche accountancy practice to recruit an Accounts Senior to join their team in Brighton. The role will consist of Accounts production for sole traders, partnerships and limited companies, tax compliance, assisting more junior members of the team, and liaising with clients and colleagues. If you have...
-
Private Client Lawyer
7 days ago
Brighton, Brighton and Hove, United Kingdom G2 Legal Full timeJob Opportunity: Private Client LawyerWe are seeking an experienced Wills, Trust & Probate Solicitor or Chartered Legal Executive to join our team at G2 Legal in Brighton.Role Requirements:A qualified Solicitor or Chartered Legal Executive with experience in Wills, Trust & Probate, including probate, estate administration, the preparation of Wills and...
-
Agricultural Innovations Lead
2 weeks ago
Brighton, Brighton and Hove, United Kingdom De Lacy Executive Full timeCompany OverviewWe are De Lacy Executive, a leading provider of executive search services for the agriculture industry. Our team of experts helps clients find top talent to drive business growth and success.SalaryThe estimated salary for this role is £60,000 - £80,000 per annum, depending on experience. This is a competitive salary that reflects the...
-
Operations and Sustainability Leader
3 days ago
Brighton, Brighton and Hove, United Kingdom De Lacy Executive Full timeWe are seeking an experienced Operations and Sustainability Leader to join a dynamic agrichemical business in the East of England. As an Operations Manager, you will play a critical role in driving transformation, optimising efficiency, and enhancing sustainability practices across the business.The ideal candidate will have a strong background in operations...
-
Tax Manager
3 days ago
Brighton, United Kingdom Absolute Executive Search Full timeWould you like to work for the leading media and entertainment accounting and tax practice? Absolute Executive Search are looking for a highly motivated **Tax Manager** to join our client's team in Brighton. **What's on offer?**: - Central office location in a relaxed, friendly, modern environment - Exciting chance to work with high profile media,...
-
Client Growth Specialist
2 weeks ago
Brighton, Brighton and Hove, United Kingdom Track Record Global Full timeJob OpportunityAbout Track Record Global (TRG)We are experts in natural material supply chain assessments, ensuring compliance with consumer and environmental legislation and verifiable environmental claims.We seek a talented Client Growth Specialist to drive client acquisition and retention through expert relationship management.Client RelationshipsBuild...
-
Ecommerce Client Management Executive
6 days ago
Brighton, Brighton and Hove, United Kingdom Jobit Full timeJob SummaryJobit is seeking a highly skilled professional to join our eCommerce client management team.This is a 12-month fixed-term contract role with potential for a permanent position and a career in Customer Success for exceptional candidates.As a Content Operations Specialist, you will be responsible for providing curation services for the eCommerce...