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Portfolio Executive - Manchester

Aimee Willow Connex
Posted 6 days ago, valid for 17 days
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£45,000 - £54,000 per annum

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Contract type

Full Time

Employee Assistance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Portfolio Executive is responsible for providing client support and delivering excellent customer service to UK based SME businesses with asset secured facilities ranging from £50k to £5m.
  • Candidates should possess strong customer service skills, excellent attention to detail, and administration experience, with financial experience being desirable but not essential as training is provided.
  • The role requires managing client files on the CRM system, assisting with onboarding, and preparing client reviews for facility adjustments.
  • Applicants should expect to travel for client visits and may need to stay overnight for events and meetings.
  • The position offers a competitive salary, along with benefits including 28 days annual leave, a 10% pension contribution, and private medical insurance, with a requirement of at least 2 years of experience.

Purpose of the job:

  • The Portfolio Executive is responsible for providing client support across all aspects of the client relationship, delivering excellent customer service and dealing with a wide range of queries.
  • Portfolio Executives will be client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured, with short to medium term facilities ranging from £50k to £5m.

Accountabilities & Responsibilities:

  • Support the Relationship Manager’s client portfolio in all aspects of the client journey and experience.
  • Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client’s lifecycle.
  • Prepare and complete client files to support client reviews for increasing, extending, or exiting of facilities.
  • Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external.
  • Monitor and report on client risk management, escalating concerns as necessary.
  • Work collaboratively to improve & maintain operational efficiency.
  • Understand and demonstrate the regulatory framework relevant to the role.

Skills & Experience:

  • Customer service skills.
  • Excellent attention to detail.
  • Administration experience.
  • Enjoy working in a fast-paced environment.
  • Strong communication skills.
  • Financial experience is desirable, not essential, as full training is provided.

Requirements:

  • You may be required to travel for client visits, attend events and other company offices - these may include an overnight stay.

Benefits:

  • In addition to a competitive salary, you’ll also benefit from:
  • 28 days annual leave, plus bank holidays.
  • An employer pension contribution of 10% of your base salary.
  • Access to a range of gym & retail discounts and perks.
  • Company paid for Private Medical Insurance, Health Cash Plan and Employee Assistance Program.
  • Death-in-Service benefit of four times your salary.
  • Salary sacrifice scheme to purchase an electric car.
  • Bonus - dependent on personal performance.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.