Client Executive Relationship Management ~ BD Support Horsham – South East, Crawley – South East, Brighton – South East Overall Role Objectives: Relationship management of specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and analysis/ reconciliation of data. Responsibility for assisting Portfolio Manager (PM) and portfolio team with risk analysis. Accurate daily Channel Finance data processing of information onto the system and upkeep of automated data points Maintenance of collateral audit database and ensure effective client service. General Responsibilities: Assist and support the Portfolio Managers Incorporates all aspects of managing the relationship between all parties and the business Act as the day-to-day internal contact for the operation of Channel Finance agreements. Ensure all daily client functions are completed, to include cash, payments, reconciliation and collateral updates. Maintenance of records, automation spreadsheets and other banking systems / standing data Support PMs to ensure compliance with all required reporting. Manage Channel Finance Client information in accordance with pre-agreed terms and conditions Daily checking of data, processing and payments of data received EOM reconciliation of figures and data within company systems. Setting up of new Resellers on the system. Identifying and working towards improvements of all systems and processes. <...
Client Executive in East Kilbride employer: Aimee Willow Connex
Join a vibrant and rapidly expanding organisation in Manchester, where your expertise as a Business Advisory Manager will make a significant impact on businesses facing financial challenges. We pride ourselves on fostering a collaborative work culture that encourages professional growth and development, offering unique opportunities to engage with diverse teams and clients while delivering high-quality solutions. With a commitment to employee well-being and a supportive environment, we ensure that our team members thrive both personally and professionally.
