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Client executive

Brighton
Leumi UK
Client executive
€37,500 a year
Posted: 17 November
Offer description

Job Title: Client Executive – Structured Finance

Department: Structured Finance

Line Manager: Head of Structured Finance

Corporate Title: Analyst

Headcount Type: Fixed Term – 14 months

Location: Brighton

The purpose of the role is to provide clients with a high quality, responsive and accurate prepayment and administrative service and to provide a similar level of administrative support to Client Managers - whilst maintaining the security of finance made available.


Responsibilities

* Provision of administrative support to Client Managers
* Administer prepayments to clients in line with approvals and procedures from receipt of request through to timely transmission of payment
* Creation and maintenance of initial client documentation and files. Maintain accurate records of files and documentation
* Preparation for and participation in client take‑ons
* Analyse client financial information on computer spreadsheets
* Advise Client Managers of underlying trends and assist on the preparation of and participation in client review process
* Monitor client security, maintaining and analysing financial statements, reconcilations/ageings, in‑house statistics, external audit reports and other pertinent data in accordance with Company Guidelines and best practice
* Any other duties which may be allocated by the Head of Structured Finance or Directors from time to time
* Attending and taking part in company training courses as required


Qualifications

* Prior experience working in Invoice Finance or Asset Based Lending roles essential.
* Experience in a customer facing role and comfortable talking to clients.
* Comfortable with working to deadlines.
* Experience in working with numbers and performing calculations.
* A good working knowledge with Microsoft Excel spreadsheets.
* Experience working within a team environment.
* At least a Grade C GCSE qualification (or equivalent) in Maths.


Preferred

* Some familiarity with financial accounting statements (Profit & Loss / Balance Sheet).
* A working knowledge of Risk Factor and Validis (or other data extraction platform).
* Experience in administering Syndicated facilities with other banks / financial institutions.
* Successful completion of UK Finance Foundation or Certificate course.


Seniority level

* Associate


Employment type

* Full‑time


Job function

* Customer Service, General Business, and Finance

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Brighton, England, United Kingdom 1 week ago

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