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Client Administrator Full Time

at Aimée Willow Connex Manchester in Manchester (Published at 20-11-2023)

Client Administrator Support
Manchester - North West

The Role

  • Manage effectively and in accordance with policy and practice; the administration of ledgers, validation of debtor balances, credit control, collection activities and allocation processing with ownership of the following:

  • Responsible for daily cash allocation across the portfolio.

  • Responsible for facilitating client payments both on the client operating and Banking platforms.

  • Responsible for the active and accurate credit control of any factoring facilities within the portfolio.

  • Ownership of the client verification and ensuring verifications are completed in line with credit expectation.

  • Provide assistance to the client managers and client executives in day to day tasks as and when required.

  • Maintain thorough records and provide necessary feedback and reporting to customers and managers/colleagues.

  • Maintain delivery of a high-quality service to customers.

  • Strong communicator with both internal and external stakeholders.

  • All activity is undertaken within the scope of overseeing the maintenance of the collateral being funded.

  • Understand the wider Bank's products and services, and proactively identify and action sales opportunities in order to best meet customer needs.

  • Adherence with the Bank's AML policies and procedures, with vigilance at all times of the conduct of customers and debtors.

Additional responsibilities for all employees

  • Actively promote and practise the Bank's Guiding Principles

  • Understand and adhere to the Bank's policies and procedures with particular reference to:

  • Conduct Rules and Professional Standards Policy

  • Information Security and Data Protection Act 2018 (GDPR)

  • Fair Treatment of Customers

  • Risk management and reporting of risk management incidents

  • Regulatory compliance and prevention of financial crime

  • Disaster recovery and business continuity

  • Proactively contribute to the Performance Planning and Review process

  • Support Bank wide Forums as required or identified

  • Cooperate with and help colleagues across our business, performing other reasonable tasks as may be required from time to time

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