· To work along side the Client Relations Coordinators and complete the implementation, documentation and payment process
Task
· To work along side the Client Relations Coordinators and complete the implementation, documentation and payment process · Ensure that all Client agreements are loaded, documented and paid in compliance with credit and business policy and transaction rules To work with sister business units: Asset Management, Transaction Structuring & Documentation, Credit, Finance and Services and to strive for operational efficiency by implementing 'best practice' approach to opportunities and processes-
The deliverables of the role
· Ensure all compliance rules have been met before deal payout · Ensure loading, documenting and payout is completed to required quality standards- · Updating Sage CRM throughout the loading, documenting and payout stages of the order fulfilment process · Implementing the 'best practice' approach for business operations- · Manage internal business unit/partner relationships · Build strong, effective internal relationships, particularly with Client Relations Coordinators, Asset Mgmt and Finance- · Work with the Client Relations Coordinator team, Head of Client Relations and Relationship Mgrs to achieve team goals- · Own your personal development plan, understand strengths and weaknesses in relation to the job competencies- · Gain the respect of fellow team members and department units through a consistent high quality of output and good critical analytical and appraisal skills- · Maintain and apply knowledge of product, portfolio, industry and economy, as appropriate- · Understanding the need to build a business case to progress new opportunities or processes internally and developing analytical thinking- · Keep abreast of new / revised credit policies and processes (Lombard and Bank) and keep wider team updated- · General Administration- · Ensure full, effective use of sales management systems · Manage the deal process
For additional information on this role click here
Client Relations_Acct_Admin-doc
| 
