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Aimee Willow Connex Limited
Birmingham
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 custom
Job Source: Aimee Willow Connex LimitedFintellect Recruitment
birmingham, england, 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 Birmingham City Centre. 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 querie
Job Source: Fintellect RecruitmentM2 Professional Recruitment Services Ltd
Birmingham
Our client, a rapidly growing provider of funding solutions to businesses requires a Portfolio Executive to join their team in Birmingham. Key responsibilities: Assist in the management of a portfolio of circa 25 clients, taking responsibility for all aspects of the client relationships. Lending arrangements will typically be property backed. Clien
Job Source: M2 Professional Recruitment Services LtdFintellect Recruitment
Birmingham
My client is an award winning alternative finance lender who are now looking for a Portfolio Executive to join their growing team in Birmingham City Centre. 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
Job Source: Fintellect RecruitmentM2 Professional Recruitment Services
Birmingham
Our client, a rapidly growing provider of funding solutions to businesses requires a Portfolio Executive to join their team in Birmingham. Key responsibilities: Assist in the management of a portfolio of circa 25 clients, taking responsibility for all aspects of the client relationships. Lending arrangements will typically be property backed. Clien
Job Source: M2 Professional Recruitment ServicesRise Technical Recruitment Limited
Birmingham
Portfolio Manager (Solar) Birmingham £40,000 - £45,000 + Bonus + Training + Progression + Flexible Work Options + Holidays + Pension Are you looking for an opportunity to progress off the tools into a management position? Do you have experience in Solar operations and maintenance wanting the next step in your career development? This internati
Job Source: Rise Technical Recruitment LimitedRise Technical Recruitment
Birmingham
Portfolio Manager (Solar) Birmingham £40,000 - £45,000 + Bonus + Training + Progression + Flexible Work Options + Holidays + Pension Are you looking for an opportunity to progress off the tools into a management position? Do you have experience in Solar operations and maintenance wanting the next step in your career development? This internati
Job Source: Rise Technical RecruitmentRise Technical Recruitment
Birmingham, West Midlands
Portfolio Manager (Solar) Birmingham £40,000 - £45,000 + Bonus + Training + Progression + Flexible Work Options + Holidays + Pension Are you looking for an opportunity to progress off the tools into a management position? Do you have experience in Solar operations and maintenance wanting the next step in your career development? This internati
Job Source: Rise Technical RecruitmentBirmingham
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
Email Alert for Portfolio Executive jobs in Birmingham
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