Jobs

    Portfolio Executive - Manchester, United Kingdom - Aimee Willow Connex Limited

    Aimee Willow Connex Limited
    Aimee Willow Connex Limited Manchester, United Kingdom

    2 weeks ago

    Default job background
    Full time
    Description
    The role of the Portfolio Executive is client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured with short to medium term facilities ranging from £50K to £5m. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer service, responding to, and dealing with a wide range of queries.The Role Responsibilities / Accountabilities
    • Supporting Relationship Managers client portfolio in all aspects of the client journey and experience
    • Managing client files on the Client Relationship Management (CRM) system
    • Assisting in the chasing and collation of client documentation both in the onboarding journey and during the client lifetime
    • Preparing and completing client files to support client reviews for increase, extension or preparing for exit of facilities
    • Assisting in the delivery of new clients, liaising with multiple stakeholders, whether internal (finance, sales) or external (Solicitors, Accountants, Introducers)
    • Monitoring and providing supportive oversight for management of risk, including preparation of reviews, chasing and some analysis of information (e.g., financial, and general compliance with the terms of the client facility), contribute to debate on potential client strategies, and escalating concerns as necessary in client conduct.
    • Ability to demonstrate an understanding of the regulatory framework relevant to the role
    • Liaising with the wider team to maintain operational efficiency and promote best practise thinking
    The Candidate
    • Customer service experience – prepared to go above and beyond to help clients
    • Excellent attention to detail
    • Administration experience
    • Enjoy working in a fast-paced environment
    • Strong communication skills
    Financial experience is desirable but not essential as full training is provided

  • M2 Professional Recruitment Services

    Portfolio Executive

    2 weeks ago


    M2 Professional Recruitment Services Manchester, United Kingdom Full time

    Our client, a rapidly growing provider of funding solutions to businesses requires a Portfolio Executive to join their team in Manchester. · Key responsibilities: · Assist in the management of a portfolio of circa 25 clients, taking responsibility for all aspects of the client r ...

  • Reward Finance Group Limited

    Portfolio Executive

    3 weeks ago


    Reward Finance Group Limited Manchester, United Kingdom

    **Purpose of the job**: · The Portfolio Executive is responsible for providing client support across all aspects of the client relationship, delivering excellent customer service and dealing with a wide range of queries. · Portfolio Executives will be client focused, supporting, ...

  • Fintellect Recruitment

    Portfolio Executive

    1 week ago


    Fintellect Recruitment Manchester, United Kingdom

    Job Description · My client is an award winning alternative finance lender who are now looking for a Portfolio Executive to join their growing team in Manchester City Centre. · The Portfolio Executive is responsible for providing client support across all aspects of the client re ...

  • Fintellect Recruitment

    Portfolio Executive

    1 week ago


    Fintellect Recruitment Manchester, United Kingdom

    My client is an award winning alternative finance lender who are now looking for a Portfolio Executive to join their growing team in Manchester City Centre. · All candidates should make sure to read the following job description and information carefully before applying. · The Po ...

  • CareerBliss

    Portfolio Executive

    1 week ago


    CareerBliss Manchester, United Kingdom

    The role of the Portfolio Executive is client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured with short to medium term facilities ranging from £50K to £5m. It is the Portfolio Executives responsibility to provide client support acro ...


  • Myprotein Deutschland Manchester, United Kingdom

    **Social Media Executive - Myprotein Germany** · THG ist eine schnelllebige, globale Firma, die darauf spezialisiert ist, Brands und Kunden direkt zu verbinden. Unsere erstklassigen Technologien und Infrastruktur treiben nicht nur unser umfangreiches Portfolio an Marken an, sonde ...

  • Charalle Group

    Account Manager

    2 weeks ago


    Charalle Group Manchester, United Kingdom Full time

    Our Client a Software Payroll and HR Firm based just outside Manchester seek a Account Executive, you'll be responsible for managing a portfolio of clients. Developing strong relationships with customers, you'll have a comprehensive understanding of how their businesses operate, ...


  • NatWest Group Manchester, United Kingdom

    Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. · This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom ...

  • Shearwater Recruitment

    Senior Administrator

    3 weeks ago


    Shearwater Recruitment Isle of Man, United Kingdom

    **Position Overview**: · The Senior Administrator - Discretionary & Governance plays a critical role in overseeing and managing the discretionary investment portfolios and governance processes within the organization. This position requires a deep understanding of investment mana ...


  • Moorepay Manchester, United Kingdom Full time

    About the role · As a Moorepay Commercial Account Executive you'll be responsible for managing a portfolio of clients. Developing strong relationships with customers, you'll have a comprehensive understanding of how their businesses operate, whilst simultaneously identifying thei ...

  • Informa Markets

    Head of Host

    3 weeks ago


    Informa Markets Manchester, United Kingdom

    Company Description · Routes is part of Informa Markets and sits within the Aviation Week Network, enabling the aviation industry with essential media, data and event services that support critical decision-making and growth. · Routes serves the global route development industry, ...


  • Clarion Housing Manchester, United Kingdom Full time

    Location: Hybrid / Flexible base location · London: £28,389 to £39,035 per annum · National: £25,964 to £35,701 per annum · Hours: 36 per week - flexible options considered · Contract Type: Permanent · Our team is growing - join us as our Portfolio Coordinator · We're responsibl ...


  • MDM Resourcing Greater Manchester, United Kingdom

    **Salary: Up to £80,000 + benefits and bonus** · **Location: Greater Manchester Area, fully remote** · Our client is one of the fastest growing privately owned software groups in North America. The business has a hugely impressive track record of growth through acquisition with a ...


  • The Bank of New York Mellon Corporation Manchester, United Kingdom

    **About the role**: · The Business Change Support Change team within OPTISM (Operations for Treasury Services, Issuer Services and Markets) is looking for a Senior Manager to come in to manage and have overall oversight of the delivery of a portfolio of change to support our Glob ...


  • Fill My Vacancy Manchester, United Kingdom

    The focus of this role will be to recruit participants for their open programmes portfolio. The aim is to attract a global audience of senior leaders from private and public sectors. · The Client Relations Executive will be responsible for contacting potential customers to qualif ...

  • Global Radio Services

    Media Executive

    2 weeks ago


    Global Radio Services Manchester, United Kingdom

    Media Executive - Manchester · **Reporting of the Role**: · This role reports to the Senior Media Executive · **Overview of job**: · The National Media Executive is responsible for planning and booking Airtime and DAX advertising campaigns for a portfolio of media agencies, acros ...

  • Awaze

    Product Executive

    2 weeks ago


    Awaze Manchester, United Kingdom

    The goal of the Portfolio Optimisation team is to support the growth of the Awaze portfolio of holiday rental properties in size, occupancy and revenue through internal initiatives, insights, and actions. · With support of the team, the Portfolio Optimisation Executive will be th ...


  • eFinancialCareers Manchester, United Kingdom

    **Overview** · **Who we are** · **BNY Mellon Enterprise Change Office (ECO)** · The ECO provides central oversight, governance, and strategic execution for funded programs of work within BNY Mellon's change portfolio. · Key pillars include: · - Defining enterprise program managem ...


  • The University of Manchester Manchester, United Kingdom

    **Join one of the worlds leading international business schools** · As one of the world's premier business schools, we are committed to excellence in education, research, and industry engagement. We seek a dynamic and proactive individual who will drive business development and f ...

  • Pro-Finance Recruitment Group

    Audit Manager

    3 weeks ago


    Pro-Finance Recruitment Group Manchester, United Kingdom

    **Audit Manager. £60,000 - £70,000. London, Manchester, Cardiff, Belfast, or Edinburgh** · For a global organisation with operations in over 100 countries, we are recruiting an Audit Manager to report to the Director of Internal Audit and oversee an annual portfolio of audits. Th ...