ROLE OVERVIEW

The role reports into the Assistant Manager within the department and is based in the local jurisdiction.

PURPOSE OF JOB

The role holder will be required to administer a client portfolio, under the supervision of an Assistant Manager or given Line Manager. They should be able to demonstrate a clear understanding of the clients’ portfolios, including risk awareness, relationship management and contractual and statutory obligations.

MAIN RESPONSIBILITIES AND DUTIES

Administer and monitor a client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client careManage own billing and cash collection / debtors process and minimise write-offs where possibleComplete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review proceduresAwareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behavioursCheck, maintain and ensure accuracy of the central diary system relevant to client portfolio managed, to ensure deadlines are recorded and subsequently achievedMaintain accurate and up to date records of client entAdhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislationAdhere to CPD requirements in accordance with qualification level and in-house proceduresAdhere to the JTC core values and expected behavioursAny other duties as deemed necessary by Management