Sales Support Executive - Financial Services
Location : Winnersh Triangle
Salary : £22-28k
My client who are based in Winnersh are looking for a Sales Support Executive to join their team. We are looking to recruit a candidate who has got experience working within Financial Services, ideally the candidate will have got experience working with Financial Advisors/Paraplanners. We are looking for candidates who have got exceptional attention to detail and are very organised. We are looking for confident characters who thrive working in a team environment and is a team player and is able to work towards targets and deadlines.
The purpose of this role is support the Financial Planners, in the delivery of administration support across a range of financial products and services.
Knowledge of financial products and services to deliver client experience to the client bank building up relationships where appropriate.
Providing excellent customer service to assist with the lifetime value of clients building on our reputation and helping to increase business levels which opportunities can be spotted.
Organise and manage time to ensure delivery of agreed Service Level Agreements to meet both consultant and client expectations in terms of timeliness and quality.
Clients - build rapport with clients and develop the relationship over the telephone.
It regularly checks their communication to clients to ensure they are clear and not misleading, thus positively demonstrating TCF outcome.
Processing new business and manage pipeline effectively
Produce client valuations and other servicing functions in line with the Client Service Agreements, raising invoices for additional requests which are not part of the paid services.
Maintain fully compliant files making sure all documents are held on the Document Management/workflow and diary system in a timely manner to allow instant access to all staff
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