At a Glance
- Tasks: Support client relationships and assist in managing portfolios with effective communication.
- Company: Join a dynamic financial institution in the heart of London.
- Benefits: Competitive salary, professional development, and a vibrant work culture.
- Other info: Great opportunity for career growth in a supportive team environment.
- Why this job: Make a real difference by enhancing client experiences and building strong relationships.
- Qualifications: Strong communication skills and a knack for financial analysis.
The predicted salary is between 30000 - 40000 £ per year.
The Relationship Support Officer (RSO) is primarily responsible for assisting the Branch or Relationship Manager in effective client portfolio management. Strong communication skills and the confidence to manage frequent client contact is a key requirement.
Core processes include:
- Credit Proposal Processing: Prepare various types of proposals for credit facilities, ensure proposals go through a full balance sheet, income statement and cash flow analysis, scrutiny of all documents, accounts payment history, etc.
- Relationship Facilitation & Service: Follow a structured process as assigned by RM/SRM to service existing customers. May visit the customer with/without RM and write the call report. Resolve client queries without further escalation. Must respond promptly to emails and telephone calls.
- Analysis/Documentation Support: Maintain the validity of accounts, monitor receipt of payments from customers and documentation of their facilities. Monitor all accounts in terms of credit movement, business volumes and control including pending/overdue documents and payments. Follow up for upcoming TR due dates and PAD retirements. Provide regular updates to SRM on performance of accounts allocated. Propose renewal of limits, maintain insurance policies, stock reports, etc.
Skills:
- Financial analysis
- Credit writing skills
- Working level general understanding of legal documentation, property insurance documents and valuation reports
- Computer literate with working knowledge of word processing and database software as well as competent in internet usage
- Strong verbal and written communication skills
- Preferably bilingual (English and Urdu and/or Punjabi)
- Willing team player
- Knowledge of banking operations and regulations
Client Relationship Support Officer. Job in London LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
At LilyLifestyle, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of London. Our culture fosters collaboration and professional growth, providing employees with ample opportunities for development and advancement within the financial sector. With a strong emphasis on client relationships and support, we ensure that our team members are equipped with the skills and resources needed to thrive in their roles while enjoying a rewarding career path.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Support Officer. Job in London LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking and finance sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Client Relationship Support Officer role!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, make sure you can confidently explain how your skills in financial analysis and client service make you the ideal candidate. Keep it concise and engaging!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your fit for the role. It shows you're keen and professional!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the right fit for you. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Client Relationship Support Officer. Job in London LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in client relationship management and financial analysis. We want to see how your skills match the job description, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Relationship Support Officer role. Be sure to mention your strong communication skills and any experience with credit proposal processing.
Showcase Your Skills:In your application, emphasise your computer literacy and understanding of banking operations. We love candidates who can demonstrate their ability to handle documentation and analysis, so make sure to include examples!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Numbers
Brush up on your financial analysis skills before the interview. Be ready to discuss how you would approach credit proposal processing and what key metrics you would consider when evaluating a client's financial health.
✨Communication is Key
Since strong communication skills are essential for this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively resolved client queries in the past, showcasing your ability to manage frequent client contact.
✨Understand the Role
Familiarise yourself with the specific duties of a Client Relationship Support Officer. Be prepared to discuss how you would support the Branch or Relationship Manager in tasks like documentation and account monitoring, demonstrating your understanding of banking operations.
✨Show Your Team Spirit
This role requires a willing team player, so think of examples where you've successfully collaborated with others. Highlight your ability to work alongside the Branch Operations Staff and how you can contribute to a positive team environment.
