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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.
