Client Relationship Manager
3 weeks ago
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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