At a Glance
- Tasks: Manage customer accounts and ensure a positive experience post-funding.
- Company: Professional financial services firm with a supportive team culture.
- Benefits: Competitive salary, full training, and clear career progression.
- Other info: Dynamic office environment focused on teamwork and customer satisfaction.
- Why this job: Kickstart your finance career with hands-on experience and mentorship.
- Qualifications: Recent graduate or college leaver with strong communication skills.
The predicted salary is between 25000 - 32000 £ per year.
This is an excellent opportunity for a graduate or college leaver looking to step into their first full time role within a professional financial services environment. You will join an established Portfolio Case Management team, supporting customers after their funding has completed and playing a key role in managing ongoing relationships, monitoring accounts and ensuring a positive customer journey. This role would suit someone who is organised, confident communicating with customers, and keen to build a long term career in financial services.
As a Graduate Portfolio Case Manager, you will be responsible for managing customer accounts post completion. Acting as a key point of contact, you will support borrowers, respond to requests, maintain accurate records and help identify and escalate any potential risks. Full training will be provided, making this an ideal entry point into the industry.
Key responsibilities:- Managing contact with a portfolio of customer accounts in line with agreed service standards
- Acting as the main point of contact for customers following loan completion
- Updating customer information and maintaining accurate account records
- Supporting regular reviews of accounts and assisting with risk monitoring
- Escalating cases to senior team members where required
- Assisting with exit planning and redemption processes
- Preparing redemption figures and applying charges and fees where applicable
- Working closely with internal teams to ensure smooth customer journeys
- Delivering a professional and positive experience to encourage repeat business
- A recent graduate or college leaver (no prior industry experience required)
- Strong communication skills, both verbal and written
- Highly organised with strong attention to detail
- Confident using IT systems and learning new software
- Customer focused with a professional approach
- Adaptable, eager to learn and keen to progress
- Ideal first step into a professional finance career
- Full training and support from an experienced team
- Exposure to real customer relationships and live cases
- Clear development pathway within portfolio and credit functions
- Supportive, team based office environment
If you are looking for a structured, hands on role where you can learn quickly and build a long term career, this is an excellent opportunity.
Graduate Portfolio Case Manager in Manchester employer: Fintelligent Search
Join a dynamic and supportive team in Manchester as a Graduate Portfolio Case Manager, where you will receive comprehensive training and mentorship to kickstart your career in financial services. Our collaborative work culture fosters professional growth, offering clear pathways for advancement while ensuring you engage with real customer relationships in a positive office environment. With a competitive salary and benefits, this role is perfect for those eager to learn and make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Portfolio Case Manager in Manchester
✨Tip Number 1
Network like a pro! Reach out to alumni from your university or connections in the financial services sector. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by practising common questions related to customer service and account management. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed projects or tasks effectively. This will highlight your ability to handle customer accounts post-completion.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Graduate Portfolio Case Manager in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Graduate Portfolio Case Manager role. Highlight any customer service experience or relevant coursework that shows you're organised and detail-oriented.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about this opportunity. Share your passion for financial services and how your communication skills can help create positive customer journeys.
Showcase Your IT Skills:Since you'll be using IT systems, mention any software or tools you’re familiar with. If you’ve learned new tech quickly in the past, let us know – it shows you’re adaptable and eager to learn!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently, plus you’ll find all the details you need about the role there!
How to prepare for a job interview at Fintelligent Search
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Graduate Portfolio Case Manager. Familiarise yourself with managing customer accounts, supporting borrowers, and maintaining accurate records. This will help you answer questions confidently and show your genuine interest in the role.
✨Show Off Your Communication Skills
Since strong communication is key for this position, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past experiences, whether in group projects or part-time jobs. This will demonstrate your ability to engage with customers professionally.
✨Demonstrate Your Organisational Skills
Being organised is crucial for managing multiple customer accounts. Bring along examples of how you've successfully managed tasks or projects in the past. You could even mention any tools or methods you use to stay organised, which will highlight your proactive approach.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the training process, team dynamics, or opportunities for progression within the company. This shows that you're not only interested in the role but also keen on building a long-term career in financial services.
