Senior Associate, Sales Support, UK and Europe Intermediary

Columbia Threadneedle Investments
London, United Kingdom
25 Apr 2022
24 May 2022
Industry Sector
Finance - General
Employment Type
Full Time
About Columbia Threadneedle Investments

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies and we have the capability to build tailored solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented and dedicated people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive work environment that supports the diversity of our employees and reflects our broader communities and client-base. We encourage applications from returners to the industry.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Job Purpose Statement

This role is a link between sales, our clients, and the wider business. You will provide general client and sales support, by phone and email to enable BMO Asset Management to pursue new business and retain existing clients.

Day to day you will coordinate administrative activities with internal stakeholders, and resolve operational issues, working with the business to prevent reoccurrence.
You will work in partnership with the sales team to enhance effectiveness of client contact and seek out new opportunities.

We are open to this role being located in either London or Edinburgh.

Role Responsibilities

  • The role is responsible for removing barriers to sale and delivering an outstanding customer experience.
  • The role remit is to use client queries and sales feedback to innovate and improve - Europe wide.
  • Day to day, the role will manage incoming enquiries from sales and clients by email and telephone, including any requests for information, problem resolution and transaction support. Ensuring a meaningful or holding response within 24 hours.
  • They will be responsible for building strong relationships with the rest of the business to help them identify opportunities for improvement and solve any operational issue.
  • Identifies new sales opportunities and makes recommendations to sales and/or relationship managers.
  • Update's relationship management systems with client contact information.
  • Schedules and coordinates meetings, events, and presentations.
  • Analyses, produces, and distributes client reports.
  • Prepares formal/informal support plans to meet client goals and reach client target audiences.
  • They will be responsible for platform additions and data requests, ensuring our funds are available for sale.
  • Assists with client legal and service level agreements.
  • This role and the wider team are responsible for distributor due diligence and KYC, and oversight and escalation of sales outside of target market.
  • They will help to innovate the wider team processes and suggest technical solutions that will save manual processes.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Analysis's data and information to provide insights and recommendations.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Completes assigned deliverables with little day-to-day management.
  • Provides ongoing reporting as required to senior leaders.

Key Capabilities

  • Individual must be able to innovate and think creatively to solve issues.
  • Must be able to network and build relationships effectively.
  • Exercise's judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Participates in client meetings and conference calls to fulfil ongoing customer needs.
  • Creates proposals and relationship review materials.
  • Plans and executes communications as required to meet client and/or team objectives.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Ability to adapt to a changing environment.
  • Broader work or accountabilities may be assigned as needed.
  • Typically, between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.

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