Job Purpose:
* To protect the integrity of the company investment.
* To optimise the income stream of the company.
* To ensure clients receive a satisfactory level of service.
* To support the Relationship Manager(s) and be the secondary communication link between the company and a portfolio of clients.
Primary Duties:
* To resolve in an accurate and expeditious fashion any client queries.
* To provide support to clients ensuring that the client gets the maximum benefit from the service thus ensuring increased satisfaction, client longevity and operational efficiency.
* To assist the client take on process – ensuring all client accounts are set up accurately and within sanctioned parameters.
* To ensure that audited and management accounts and other necessary management information is received in a timely manner, and to spread these onto the financial monitoring model used by the company.
* To ensure client records and changes in client status are recorded and implemented promptly and correctly.
* To help develop and maintain good commercial relationships within the company and with clients.
* To be a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence.
* To agree realistic funding limits for clients debtors (up to agreed authority levels) in line with good commercial judgement.
Key Performance Indicators:
* To contribute to the overall business targets in...