Altrincham, 6 mi from Manchester
research and data analysis to assist the Portfolio Manager in making recommendations to the Investment Committee and presenting to stakeholders across the Group
• Assistance with the production of marketing collateral for portfolios including market...
Manchester
Client and prospect research including trade sector analysis.
Creating, analyzing and distributing monthly sales reports for the Sales Directors.
Distribution of bi-weekly sales and activity dashboards to all key stakeholders
Provide support for Ad hoc...
Manchester
Google Analytics 4 for in-depth analysis.
• Conducting comprehensive keyword research, ad copywriting, and audience targeting for successful campaigns.
• Aligning campaigns with client goals and objectives.
• Providing monthly performance reports...
Healthy InvestmentBury (Greater Manchester), 10 mi from Manchester
to marketing collateral.
The successful candidate will have experience of working in the financial services sector with probably a minimum of 3 years experience in a product manager or product analysis role. They will need to be an excellent communicator...
EvriBury
Join Our Team of Self-Employed Couriers! - **£2000 Welcome Payment!**.Are you looking for a flexible job with great earning potential? Look no further!.We have immediate opportunities for you to join our team with plenty of options for you to choose from across our 7-day delivery operation and the b...
Kinetic Office RecruitmentManchester
Google Analytics 4 for in-depth analysis.
• Conducting comprehensive keyword research, ad copywriting, and audience targeting for successful campaigns.
• Aligning campaigns with client goals and objectives.
• Providing monthly performance reports...
Healthy InvestmentBury (Greater Manchester), 10 mi from Manchester
with the Chief Actuary and Finance Director on product pricing, gathering competitor and market intelligence, improving the member experience and inputting to marketing collateral.
The successful candidate will have experience of working in the financial...
Kinetic Office RecruitmentManchester
Google Analytics 4 for in-depth analysis.
• Conducting comprehensive keyword research, ad copywriting, and audience targeting for successful campaigns.
• Aligning campaigns with client goals and objectives.
• Providing monthly performance reports...
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Client Manager -Invoice Finance
Chester | Permanent | £50,000 - £68,000/year | www.cv-library.co.uk |
The role is based in Midlands however will be required to work Chester once a week.
The Role
The role is within a relatively new team which is growing and there
will be opportunities for the candidate to be involved in its growth.
The Responsibilities
Additional Client Manager to act as the main contact for IF and
ABL clients.
• There will be a wide variety of tasks, including: -
• Managing the relationship and risk management of a growing portfolio of IF clients. Delivering excellent customer service whilst ensuring the collateral base of each client is maintained up to date.
• Overseeing and possible Line Manager responsibility for the IF Client Executives.
• Risk management of IF /ABL portfolio, including timely completion of monthly reconciliation of the client’s.
• Accounts Receivable ledger to the HPD system ledger, updating monthly reserves and proactive use of Risk Factor.
• Undertake visits to clients, prepare subsequent visit notes and action relevant points from the meeting.
• General portfolio administration – including updating
• Salesforce records, ensuring client’s accounts are received on time, completing covenant testing, scheduling audits
and verifications etc.
• Undertake client reviews on regular basis, including analysis of client’s collateral base and financial performance.
• Participation in projects as and when they arise.
The Requirements
• Prior experience in Invoice Discounting would be an advantage
The Role
The role is within a relatively new team which is growing and there
will be opportunities for the candidate to be involved in its growth.
The Responsibilities
Additional Client Manager to act as the main contact for IF and
ABL clients.
• There will be a wide variety of tasks, including: -
• Managing the relationship and risk management of a growing portfolio of IF clients. Delivering excellent customer service whilst ensuring the collateral base of each client is maintained up to date.
• Overseeing and possible Line Manager responsibility for the IF Client Executives.
• Risk management of IF /ABL portfolio, including timely completion of monthly reconciliation of the client’s.
• Accounts Receivable ledger to the HPD system ledger, updating monthly reserves and proactive use of Risk Factor.
• Undertake visits to clients, prepare subsequent visit notes and action relevant points from the meeting.
• General portfolio administration – including updating
• Salesforce records, ensuring client’s accounts are received on time, completing covenant testing, scheduling audits
and verifications etc.
• Undertake client reviews on regular basis, including analysis of client’s collateral base and financial performance.
• Participation in projects as and when they arise.
The Requirements
• Prior experience in Invoice Discounting would be an advantage
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