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Job summary
A leading financial services provider in Manchester is seeking an Assistant Relationship Manager to enhance client relationships and support the Relationship Managers. The role includes maintaining compliance, identifying value opportunities, and ensuring client satisfaction. Ideal candidates have experience in Invoice Finance and strong organizational skills. Competitive salary and benefits offered.
Benefits
Qualifications
- Proven experience in client relationship management.
- Strong understanding of Financial Services and compliance requirements.
Responsibilities
- Act as the primary point of contact for clients alongside the Relationship Manager.
- Collaborate with teams to ensure consistent client service.
- Identify opportunities to add value to client relationships.
- Complete necessary searches for AML and KYC compliance.
- Support the payout process and documentation requirements.
Skills
Our client, one of the UK’s leading independent providers of Financial Services to businesses requires an Assistant Relationship Manager to join their growing team in the North West.
- Act as the primary day to day point of contact to support and work with the Relationship Manager in maximising client life and satisfaction by managing client relationships.
- To work collaboratively with your colleagues within Sales, Risk and Operations to ensure effective delivery of client service throughout the life time of the client and ensuring TCF principles are adhered to.
- To support and work with Relationship Managers to identify opportunities to add value to client relationships both from the client’s and company perspective ensuring pricing reflects client risk and management, and that opportunities to provide additional services / products are identified.
- Completing (or requesting from IF Legal) all types of searches for prospects to comply with AML and KYC.
- Supporting the Regional office in completing the payout process, including but not limited to C3 set-up, ledger loading, arranging Debt Verifications, UK Finance references and liaising with IF Legal regarding documentation.
- To ensure that you adhere to and consistently apply company policies and procedures.
- Ability to prioritise a demanding workload.
- Experience in Invoice Finance or similar industry.
The successful candidate will be rewarded with an excellent salary and generous benefits package.
For more information about this role or any of our vacancies call 01625 522 774 or email jobs@m2recruit.co.uk.
M2 Professional Recruitment Services
Tel: 01625 522 774
Fax: 01625 523 377
jobs@m2recruit.co.uk
www.m2recruit.co.uk
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.