Client Manager Assistant

Arbuthnot Commercial Asset Based Lending Ltd; Manchester; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Pension

Health cover (BUPA)

Life Assurance (4x)

Discretionary bonus

Maternity/paternity policies

Holiday allowance

Job summary

Arbuthnot Commercial Asset Based Lending Ltd is seeking a dedicated Client Portfolio Support professional in Manchester to help manage assigned client portfolios and ensure accurate data integrity and risk monitoring. You will assist the Client Manager in on-boarding, visits, and the ongoing management of facilities and client accounts.

Key duties include maintaining client relationships at facility management level, monitoring risk indicators, handling payments and collateral reconciliation,

Qualifications

• Proven track record of providing Client Portfolio support in a Lending environment.
• Experience of asset based lending products beneficial
• Able to multi-task and adapt to shifting priorities whilst maintaining accuracy, quality and client focus.
• Strong organisational skills and good analytical thinking.
• Experience with Excel pivot tables advantageous

Responsibilities

• Develop and maintain strong relationships with clients at facility management level.
• Understand risk drivers and monitor triggers within policy.
• Visit clients at take-on and accompany Client Manager on visits.
• Set up new facilities and maintain client details.
• Manage client payments and trust account receipts daily update.
• Reconcile client collateral and resolve discrepancies.
• Support other departments and respond to queries promptly.
• Ensure client submissions adhere to Finance Agreements and reporting metrics.

Skills

Client relationship management

Multi-tasking

Analytical thinking

Excel pivot tables

Lending experience

Team player

Attention to detail

Data privacy compliance

Tools

Lending system

Office Suite

Job description

To assist in the management of all clients within the assigned portfolio in accordance with corporate objectives, approved policy & appetite statements and best practice, ensuring accuracy and integrity of data and records, as well as detecting errors and fraud. Supporting the delivery of effective client risk management strategies and providing high quality service to Arbuthnot Commercial Asset Based Lending clients.

• Develop & maintain strong relationship with clients at facility management level, maximising client life and retention.
• Understand risk drivers and monitor triggers ensuring that risk is managed within Arbuthnot Commercial ABL Credit Policy and Procedures.
• Visit clients at take-on and accompany Client Manager at subsequent visits as required.
• Set up new facilities and maintain details of existing Clients
• Responsible for Client payment runs and ensuring daily updates of trust account receipts are processed
• Reconcile Client Collateral and resolve discrepancies
• Offer appropriate support to clients and other departments on day-to-day basis and resolve queries in a timely manner.
• Ensure client submissions, data and practices adhere to Finance Agreements.
• Provide support to Client Manager in preparing for visits and annual reviews. Carry out recommended actions as necessary.
• Comply with all client reporting metrics — producing reviews/reports as appropriate to the Portfolio Management Meetings
• Present a positive image of Arbuthnot Commercial ABL at all times.
• Onboard new clients in line with ABL procedures.

Knowledge / Experience / Qualifications

• Proven track record of providing Client Portfolio support in a Lending environment.
• Experience of asset based lending products beneficial
• Able to multi-task and adapt to shifting priorities whilst maintaining accuracy, quality and client focus.
• Strong organisational skills, and good analytical thinking.
• Good working knowledge and skill in the Microsoft Office Suite, particularly Excel where experience to a pivot table standard would be advantageous.
• Experience of a lending or accounts operating system beneficial
• Team player, establishes effective working relationships at all levels
• Work under pressure and to tight deadlines
• Professional, well-presented, client-focused approach
• Full Driving License
• Client Focus
• Team Working
• Expert Knowledge
• Planning and Reviewing
• Judgement & Problem Solving

About Us

• Competitive salary, pension & holiday allowance
• BUPA Health cover
• 4x Life Assurance
• Discretionary bonus
• Market leading maternity/paternity and menopause policies

Data Privacy and Reasonable adjustments

We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice

https://careers.arbuthnotlatham.co.uk/files/RecruitmentPrivacyNotice.pdf

Reasonable adjustments

Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at [e-mail]. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.