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 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

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