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A leading global financial service provider, is seeking to recruit a Sales Support Executive to support the Head of Business Development. The main focus of this role is to support all business development activities to ensure that all clients and prospects clients receive prompt response to their enquiries, efficient delivery of reports and a level of service that is professional and consistent with our client reputation in the market
** This is a 6 months FTC**
Supporting the head of sales especially in meeting preparation, attending meetings where necessary and following up as necessary in the delivery of agreed client services.
Managing client administration, specifically: CRM systems Weekly updates of client activity
Managing client agreement process.
Attend client meetings as required and engage in any client contact as required by line manager. Participate in the preparation of client reports and proof read reports prepared by other colleagues as required.
Take a pro-active approach to all client related issues to ensure the smooth functioning of client relationships and client support requirements.
Liaise with Berlin office to ensure the timely delivery of accurate data and reports.
Act as a central point person to gather all client information and disseminate amongst colleagues to ensure everyone is appropriately engaged in client activity that relates to them.
To the extent that it is necessary to travel in order to attend meetings, conferences and/or other work related functions, take action to make the necessary arrangements.
Skills and knowledge:
Asset management trends as set out in various MW publications and from access to press such as Ignites Europe (online source of news, business intelligence and analysis covering the fund industry in Europe).,.Such knowledge being valuable in spotting product synergies/overlaps and in the development of the role. IMC exams FBF database knowledge Microsoft Office Suite, including proficiency in Excel, Word and Powerpoint. CRM and contract processing systems
Please send a copy of your CV to Barbara@bhal.co.uk or call on 0207 972 9460 Mobile: 07768 863242
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