Deal with enquiries from clients and their associated advisors, such as lawyers, brokers and auditors
Provide guidance as required on registration, share plans and industry matters, in addition to keeping up to date on any respective changes
Prepare information for financial reporting requests, ensuring the accurate maintenance of client records on SalesForce and accurate and timely management of invoicing and payments
Analyse clients and identify selling opportunities, cost saving efficiencies and cross-divisional opportunities
Develop and maintain professional and strong working relationships with clients
Support, plan and manage key business and client initiatives and post implementation analysis
Assist with the launch, ongoing events and maturity events on share plans
Attend company meetings (AGMs/EGMs/Court/Review Meetings), in addition to assisting at the meetings when required
Agree and prepare timetables and advise departments of forthcoming corporate events
Requirements
detail‑oriented
communication
client‑facing
analytical
stakeholder
microsoft office
Good attention to detail with a conscientious, thorough and accurate approach to work and the ability to take a task, own it and see it through to completion
The ability to prioritise your workload, working to tight deadlines whilst remaining flexible in your approach
Exceptional verbal and written communication skills, with the ability to always remain diplomatic and tactful
A customer focused attitude with experience in a client/customer facing/service role, with good commercial awareness which will enable you to understand client requirements
Great analytical skills, with the ability to review a client portfolio and see sales opportunities to grow revenue
Good stakeholder management skills, with the ability to develop and maintain strong working relationships with a variety of internal and external customers, colleagues and clients
Excellent Microsoft Office skills, especially Word, Excel, PowerPoint and Outlook
Enthusiasm, self-motivation and the confidence to handle client enquiries, including complaints, in a professional manner
Benefits
Information not given or found
Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
successful applicants must complete background screening prior to commencement of employment.