8 дней назад
Client Exec-Channel Finance-UK
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Exec-Channel Finance-UK (Financial Services): Supporting portfolio managers with risk and relationship management for PNC Business Credit client portfolios with an accent on collateral management, reconciliations, payments, and financial reporting. Focus on maintaining accurate client data, coordinating account setup, and ensuring timely receipt of audited accounts, management information, and forecasts.
Location: Haywards Heath, United Kingdom; in-office position. Candidates must reside in the United Kingdom. does not assist with relocation or sponsor non-local candidates.
Company
is a financial services organization providing business credit and client portfolio services.
What you will do
- Assist portfolio managers and the portfolio team with risk and relationship management for assigned client portfolios.
- Complete daily client functions, including cash processing, payments, soundings, reconciliations, and collateral activities.
- Support client executive activities and process client information in BC systems.
- Track the timely receipt of audited accounts, monthly management information, and client forecasts.
- Maintain the collateral audit database and provide effective client service.
- Set up new client accounts in BC systems while coordinating with US, sales support, and other internal teams.
Requirements
- Must be based in the United Kingdom; relocation assistance and sponsorship are not available.
- Associate degree or equivalent education.
- At least 3 years of related experience or relevant product knowledge.
- Strong accuracy and attention to detail, collateral management, data gathering and reporting, and critical-thinking skills.
- Ability to manage multiple priorities, resolve problems, communicate effectively, and manage risk.
Culture & Benefits
- In-office work environment with a focus on customer service, risk management, support, and work-life balance.
- Full-time benefits may include medical, prescription, dental, and vision coverage; life and disability insurance; 401(k) matching; pension and stock purchase plans.
- Additional benefits may include dependent care support, adoption and family-care reimbursements, educational assistance, and wellness programs.
- Paid time off may include parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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