Aimee Willow Connex Limited

Client Executive

Lindfield, Haywards Heath · Full-time · £35,000


Job description

Overall Role Objectives: Relationship management of specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and analysis/ reconciliation of data. Responsibility for assisting Portfolio Manager (PM) and portfolio team with risk analysis. Accurate daily Channel Finance data processing of information onto the system and upkeep of automated data points Maintenance of collateral audit database and ensure effective client service. Genera…