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Assistant Relationship Manager - City, Manchester, United Kingdom, M1

£23-28k

Our client, a well-known provider of Commercial Finance is looking to employ a passionate, driven and organised candidate in an Assistant Relationship Manager position.

The role will involve supporting a Relationship Manager in the management and monitoring of a portfolio of clients with finance facilities; monitoring the day to day running of the portfolio, managing the ledgers, providing excellent customer service and ensuring all documentation is in place.

MAIN DUTIES/RESPONSIBILITIES:

  • Have thorough understanding of the businesses within the portfolio.
  • Actively manage daily workloads as noted

o Client payment requests

o Upload of invoices/credits

o Raising paperwork when required for High Involvements, Credit Limits and Overpayments.

  • Review client bank statements when received - highlighting any issues or concerns for the RM (HMRC and Direct Payments)
  • Deal with client/customer queries.
  • Communicate regularly with clients regarding any issues which may arise
  • Communicate regularly with RM and MD with regards any client issues
  • Review & notify RM of any changes as per Experian monitoring for both clients and debtors
  • Applying for credit protection and monitoring external facilities

SKILLS

  • Basic understanding of word/excel
  • Good communication skills
  • Ability to adapt to varying workloads
  • Good time management skills
  • ABFA Foundation and Certificate course

In return, the successful candidate will be rewarded with a competitive basic salary plus bonus and an excellent benefits package.