Client Relationship Manager

3 weeks ago


Haywards Heath, West Sussex, United Kingdom Aimee Willow Connex Ltd Full time

Position Overview: The Client Relationship Manager will play a crucial role in supporting the Portfolio Management team by overseeing risk and relationship dynamics within a designated client portfolio. This includes the management of controls, collateral oversight, client transactions, and direct client engagement.


Key Responsibilities:

  • Assist the Client Executive Manager and Portfolio Managers with back-office administrative tasks, including remittance and collateral assessments, monthly reconciliations, and processing of client payments.
  • Maintain the collateral audit database to ensure high-quality client service.

Act as the primary internal liaison for the management of Clients' Asset-Based Lending (ABL) accounts.


Daily Operations:

  • Ensure the completion of all daily client operations, including cash management, payment processing, reconciliation, and collateral updates.
  • Oversee the maintenance of Lendscape and other banking systems, ensuring accurate standing data.
  • Regularly update and track monthly collateral figures, including Accounts Receivable (AR), inventory, and fixed asset valuations.
  • Ensure that all monthly AR and inventory reconciliations are conducted promptly, escalating any discrepancies to the Portfolio Managers and Operations Manager.
  • Facilitate the timely collection of statutory audited accounts, monthly management reports, and client forecasts as stipulated in client agreements.
  • Support the onboarding process for new client accounts, collaborating with various departments as necessary.

Financial Processing:

Manage the processing of client fees and facility transfers, including entries in Lendscape and General Ledger postings.


Qualifications:

  • Possess a fundamental understanding of Asset-Based Lending products and the associated risk factors.
  • Ability to interpret basic financial data and accurately input it into spreadsheets.


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