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, and assisting a range of UK based SME businesses, typically asset secured, with short to medium term facilities ranging from £50k to £5m.

Accountabilities & Responsibilities:

• Support the Relationship Manager’s client portfolio in all aspects of the client journey and experience.
• Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client’s lifecycle.
• Prepare and complete client files to support client reviews for increasing, extending, or exiting of facilities.
• Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external.
• Monitor and report on client risk management, escalating concerns as necessary.
• Work collaboratively to improve & maintain operational efficiency.
• Understand and demonstrate the regulatory framework relevant to the role.

Skills & Experience:

• Customer service skills.
• Excellent attention to detail.
• Administration experience.
• Enjoy working in a fast-paced environment.
• Strong communication skills.
• Financial experience is desirable, not essential, as full training is provided.

Requirements:

• You may be required to travel for client visits, attend events and other company offices - these may include an overnight stay.

Benefits:

• In addition to a competitive salary, you’ll also benefit from:
• 28 days annual leave, plus bank holidays.
• An employer pension contribution of 10% of your base salary.
• Access to a range of gym & retail discounts and perks.
• Company paid for Private Medical Insurance, Health Cash Plan and Employee Assistance Program.
• Death-in-Service benefit of four times your salary.
• Salary sacrifice scheme to purchase an electric car.
• Bonus - dependent on personal performance.