Company:
McGregor Boyall
Location: London
Closing Date: 26/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Global Client Assistant! Our client is a global FX trading business based in Canary Wharf. They are now actively hiring a global client assistant to join their client engagement team as soon as possible! The client engagement team (sales team) acts and plays a crucial role in the business, managing direct and new clients with client management, cross-selling, and preparing new business pitches for new prospective clients. Your role as a client assistant will be to assist the sales team in their day-to-day activities. You will be involved in ensuring that the CRM runs smoothly, client onboarding, reporting, data collection and much more! Duties:Respond to day-to-day client queries effectively and efficiently.Coordinate and manage client response monthly, annually, etc.Processing of client documentation.Daily management of their CRM, reviewing data and providing data reports.Providing management with an effective sales pipeline.Deliver and develop the sales process through the CRM.Project work support to the team manager as and when requested. Skills/Experience Required:2-4 years of solid administration experience, ideally within a sales team.Experience working within a financial institution and a good understanding of financial markets.Strong analytical skills.High attention to detail.Excellent communication skills internally and externally.Strong working knowledge on MS packages including Excel & PowerPoint.Strong desire to learn and develop.Excellent relationship-building skills. McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.
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