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Assistant Relationship Manager

CBC Resourcing Solutions
Posted 9 hours ago, valid for 4 days
Location

Reading, Berkshire RG30 3HG

Contract type

Full Time

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 position is for an Assistant Relationship Manager specializing in Invoice Finance, offering a salary between £30,000 to £33,000 plus bonus and benefits.
  • The role is home-based with occasional visits to the office in Berkshire, requiring a flexible approach to work.
  • Candidates should have experience supporting Relationship Managers and managing client portfolios effectively.
  • Key responsibilities include assisting with the client onboarding process, ensuring timely receipt of necessary management information, and maintaining accurate client records.
  • Strong communication skills and the ability to work collaboratively within a team are essential for success in this role.

Assistant Relationship Manager - Invoice Finance

Home working

£30,000 to £33,000 plus bonus and benefits

Our well established client provides businesses with working capital through flexible Invoice Finance solutions.

They are looking to recruit an Account Executive for their team in Berkshire to work remotely and visit the office one or two days a week.

The successful candidate will be responsible for;

  • Supporting Relationship Managers and support a portfolio of clients.
  • Assist the client take on process - ensuring all client accounts are set up accurately and within sanctioned parameters.
  • To ensure that audited and management accounts and other necessary management information is received in a timely manner.
  • To ensure client records and changes in client status are recorded and implemented promptly and correctly.
  • To help develop and maintain good commercial relationships internally and with clients.
  • To be a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence.
  • To agree realistic funding limits for clients (up to agreed authority levels) in line with good commercial judgement.

You will be a good communicator and team player.

Please send your CV in confidence

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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.