Assistant Relationship Manager

Description

• 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

• 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

Training + Development

Interview process

Visa Sponsorship

Security clearance