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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