Assistant Relationship Manager

Aimee Willow Connex Ltd; Manchester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services company located in Manchester is seeking an Assistant Relationship Manager to provide high-level support to the Relationship Management team. The role involves ensuring exceptional client service, managing risk, and supporting client visits. Candidates should have proven client-facing experience, strong communication skills, and knowledge of risk management principles in factoring and invoice discounting. This position offers a chance to work with a supportive team while ensuring compliance and governance are upheld.

Qualifications

• Proven track record of client-facing experience.
• In-depth knowledge of risk management principles of Factoring and Invoice Discounting.
• Able to work to deadlines.
• Strong verbal and written communicator.

Responsibilities

• Provide dedicated office-based support for a specific portfolio of clients.
• Ensure high levels of service are maintained.
• Prepare all aspects of first payments for clients.
• Support management of risk and audit points.
• Support Relationship Manager with client visits.
• Provide risk management analysis and monitoring.
• Identify opportunities for additional income.
• Take ownership of bespoke operations within the portfolio.
• Authorize schedules and payments as needed.
• Support Operations team with workflow peaks.
• Provide training to Account Executives and Office Juniors.

Skills

Client-facing experience

Risk management principles

Verbal and written communication

Analytical skills

Job description

Assistant Relationship Manager

Manchester City Centre

Invoice Finance

Job Role

• Provides a high level of service and support to the Relationship Management team in support of the Commercial Finance Asset-Based Lending client base.

Responsibilities

• Provide dedicated office-based support for a specific portfolio of clients.
• Responsible for ensuring high levels of service are maintained.
• Responsible for the preparation of all aspects of the first payments for clients who are joining the portfolio.
• Support with management of risk (following up audit points, verifications, risk factor trend investigation).
• Support the Relationship Manager with on-site client visits and take‑ons.
• Provide risk management analysis, including the preparation of monthly covenant monitoring and analysis of periodic MI / Audited Accounts.
• Identify opportunities to generate additional income.
• Take ownership of any ‘bespoke’ operations within own portfolio.
• Authorise schedules and payments in line with authorities.
• Support the Operations team with peaks in workflow across all aspects of the team (MER, cash processing, schedules, cover for other ARM, etc.).
• Provide training and coaching support to the Account Executives / Office Juniors within the team.
• Ensure robust governance and compliance are adhered to in all aspects of the role.

Key Interfaces

• Dancerace C3 / Dancerace E3
• Equifax
• RBS Bank‑line
• Risk Factor

Knowledge / Experience

• Proven track record of ‘front line’ client‑facing experience.
• In‑depth knowledge of the risk management principles of Factoring and Invoice Discounting.
• Able to work to deadlines.
• Strong verbal and written communicator.

Ability to analyse information