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For Companies At a Glance
- Tasks: Manage SME client portfolios, ensuring excellent service and effective credit stewardship.
- Company: Dynamic financial services firm focused on secured lending.
- Benefits: Competitive salary, 28 days annual leave, and professional development opportunities.
- Other info: Opportunity to grow within a supportive and collaborative environment.
- Why this job: Join a team that values strong relationships and proactive risk management.
- Qualifications: Experience in portfolio management and strong communication skills required.
The predicted salary is between 40000 - 50000 £ per year.
Purpose of the job
Reporting to the Client Services Team Leader, the Client Services Manager will manage the in-life portfolio of SME clients, ensuring effective credit stewardship, maintaining strong customer relationships, mitigating risk, and identifying further income opportunities. The role is focused on providing excellent customer service, managing periodic credit reviews and risk reporting efficiently.
The Work – Accountability & Responsibilities
- Responsible for the day-to-day in-life management of a portfolio of SME secured lending clients.
- Maintain strong working relationships with clients to support their ongoing needs and ensure retention.
- Proactively manage credit risk within the portfolio, ensuring adherence to credit policies.
- Monitor exception reports and address risk issues promptly.
- Complete periodic reviews of clients (at least annually), using a short-form analysis approach focusing on ongoing asset security, key financial and risk indicators.
- Deliver and maintain a high-quality customer service.
- Act as a key point of contact for client queries and support needs.
- Identify additional income opportunities within the existing client base e.g., upselling, cross-selling.
- Generate referrals to relevant business areas where appropriate, contributing to business growth.
- Connect, collaborate and engage with key stakeholders, internal and external, to maximise and maintain relationships, as well as ensure seamless client management.
- Work collaboratively to support credit approval processes, documentation, and escalation of concerns to the Client Services Team Leader.
Skills & Experience
- Strong understanding of secured lending products and credit risk principles.
- Analytical skills for assessing client financials and risk indicators.
- Strong communication skills – written and verbal, with the ability to engage stakeholders at all levels and our clients.
- Time management skills – prioritise work effectively and be able to work under pressure to meet agreed service levels, whilst maintaining high accuracy.
- Commercial acumen to identify revenue opportunities within the client portfolio.
- Experience in portfolio management, relationship management, or credit risk within the SME lending or financial services sector.
- Knowledge of UK SME lending market and secured lending products.
- Familiarity with credit analysis and risk assessment tools.
- Strong Microsoft Office skills, particularly Excel and reporting tools.
In addition to a competitive salary, you’ll also benefit from:
- Competitive Basic Salary
- 28 days annual leave, plus
Client Services Manager – Secured Finance in Leeds employer: M2 Professional Recruitment Services Ltd
Contact Detail:
M2 Professional Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager – Secured Finance in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Client Services Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their secured lending products and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and can hit the ground running.
✨Tip Number 3
Practice your communication skills! As a Client Services Manager, you'll need to engage with clients and stakeholders effectively. Role-play common interview questions with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are passionate about joining our team. Plus, it gives you a better chance of standing out in the crowd!
We think you need these skills to ace Client Services Manager – Secured Finance in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Services Manager role. Highlight your experience in managing SME clients and any relevant skills in credit risk and relationship management. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about secured finance and how your background aligns with our needs. Be sure to mention specific examples of your achievements in client services.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear, concise language and check for any typos or errors. We love a well-presented application that shows attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates. Plus, it’s super easy to do!
How to prepare for a job interview at M2 Professional Recruitment Services Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of secured lending products and credit risk principles. Familiarise yourself with the specific challenges faced by SME clients in the UK market, as this will show that you're not just a candidate, but someone who understands their needs.
✨Showcase Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully engaged with stakeholders or resolved client queries in the past to demonstrate your ability to maintain strong relationships.
✨Demonstrate Analytical Prowess
Be ready to discuss your analytical skills, especially in assessing client financials and risk indicators. You might be asked to analyse a hypothetical scenario, so think about how you would approach a periodic review and what key indicators you would focus on.
✨Highlight Your Time Management Skills
This role requires effective prioritisation and the ability to work under pressure. Prepare to share examples of how you've managed multiple tasks or projects simultaneously while maintaining high accuracy. This will reassure them that you can handle the demands of the position.