Relationship Executive

Aimee Willow Connex Limited; Manchester; Vor Ort; GBP 30.000 - 38.000; Vollzeit

Zusammenfassung

Aimee Willow Connex Limited is seeking a Client Executive to support the Operations Team. The role focuses on managing a portfolio of ABL clients, ensuring high-quality service while maintaining risk controls across ledgers and reconciliations.

The successful candidate will build strong client relationships, process payments and onboarding, and contribute to risk management practices within the lending book.

Qualifikationen

• Experience of working in an Operations role within the Asset Based Lending industry.
• Understanding of CID Reconciliations.
• Strong risk management skills.
• Proficient in Microsoft Word and Excel.

Aufgaben

• Manage a portfolio of confidential and disclosed invoice discounting clients, including ABL products.
• Process admin: ledgers, payment requests, monthly reconciliations and MI.
• Complete client reconciliations monthly to ensure reserves and covenant compliance.
• Assist with onboarding of new clients.
• Maintain records and provide feedback to Head of Operations and RM.

Kenntnisse

Operations

Risk management

Relationship building

CID Reconciliations

Microsoft Word

Microsoft Excel

Tools

Excel

Word

Jobbeschreibung

Client Executive role is a key position in the Operations Team. Completing a variety of customer and risk focussed tasks, responsibilities include the primary day to day contact for a portfolio of company asset-based lending clients, providing excellent customer service allied with risk management skills. The role requires strong relationship building and risk management skills. The role would suit an individual looking to further develop their career in the Asset Based Lending Industry as the team and lending book grows.

Responsibilities:

• Manage a portfolio of confidential and disclosed invoice discounting clients including ABL products understanding their businesses and their relationships with their debtors.
• Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, monthly reconciliations and monthly management information.
• Completion of client reconciliations on a monthly basis ensuring company reserves are held in accordance with policy and clients are compliant with covenants.
• Responsibility alongside other client executives for the Daily Balancing of the operating system.
• Input and process of client payments through Operating and Banking systems.
• Assist with the successful onboarding of new clients.
• Maintain thorough records and provide necessary feedback and reporting to Head of Operations and Relationship Managers.
• Maintain delivery of a high-quality service to clients.
• All activity is undertaken within the scope of overseeing the maintenance of the collateral being funded by the company.
• Understand the company and the wider Bank's products and services, and proactively identify and action sales opportunities in order to best meet customer needs.
• Adherence with the Bank's AML policies and procedures, with vigilance at all times of the conduct of customers and debtors.

Essential Knowledge & Experience

• Experience of working in an Operations role within the Asset Based Lending industry.
• Understanding of CID Reconciliations.
• Strong risk management skills.
• Proficient in Microsoft Word, Excel

Desirable knowledge & Experience:

• ABFA / UK Finance qualified to Certificate Level

Behavioural Attributes:

• Strong relationship building skills
• Excellent attention to detail
• Proactive
• Self motivated
• Team Player