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    Training Executive - United Kingdom - Integro Partners

    Integro Partners
    Integro Partners United Kingdom

    2 weeks ago

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    Description
    What you'll be doing?

    As a Relationship Executive, you'll be supporting the Relationship Management team as well as the larger Operations team in optimising the income stream of the business, ensuring clients receive the best possible level of service and act as a further line of communication between the Relationship Managers and a portfolio of clients;

    Resolving client queries in an accurate and expeditious fashion.

    Providing support to clients ensuring that the client gets the maximum benefit from the service thus ensuring increased satisfaction, client longevity and operational efficiency.

    Assisting the client take on process - ensuring all client accounts are set up accurately and within sanctioned parameters.
    Ensuring that audited and management accounts and other necessary management information is received in a timely manner.
    Ensuring client records and changes in client status are recorded and implemented promptly and correctly.

    Being a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence.

    Agreeing realistic funding limits for clients (up to agreed authority levels) in line with good commercial judgement. What you'll be measured on;

    Contributing to the overall business targets in respect of income and profitability to ensure that annual financial objectives are exceeded.

    Fully participating in company initiatives in a positive and proactive manner, ensuring income lines are protected and additional fee's charged in line with expectations.

    Adopting a straightforward and professional approach at all times to ensure all clients receive a high level of service in order to increase client satisfaction and extend client life.

    Contributing to operate effectively as a team and communicate to a high level in order to bring out the best in people and motivate staff at all levels by showing you are a team player.

    Taking action to identify and improve your own work related skill set and knowledge in a way which will benefit the role.

    What I'm looking for from you;

    Educated to GCSE level.
    Invoice finance experience
    Ability to work accurately and efficiently under pressure.
    A team player who likes to get stuck in.
    A people person.
    Adaptable and can work under pressure.
    Eager to learn and develop your skillset
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