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Sales Support (DACH Region)

Employer
William Blake Group
Location
London, United Kingdom
Salary
Up to £65,000 + Bonus/Benefits
Closing date
Jul 19, 2022

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Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilties
  • Acting as first point of contact for all client inquiries and collaborating with colleagues in other departments to successfully resolve them (including product/performance/market related queries; operational issues; legal amendments; billing queries etc
  • Partnering with Advisors to provide support and to ensure strong client relationships built on trust and credibility
  • Organizing, attending and participating in pre-meetings to prepare for external meetings and events, and coordinating the follow-ups afterwards
  • Coordinating and overseeing client service and prospecting materials such as presentations for meetings, RFIs/RFPs, ad hoc reports and general correspondence
  • Overseeing the new account take-on process including coordination of legal, portfolio management and operational items with the relevant internal departments
  • Ensuring timely and accurate preparation and distribution of client reporting, client service and prospecting materials (presentations and correspondence)
  • Maintaining client summary documents
  • Maintaining client files and CRM system/databases (Salesforce)

Required Skillset
  • 3 - 5 years prior relevant work experience
  • An undergraduate university degree
  • German language skills are desriable but not essential
  • Good communicator (verbal and written)
  • Ability to interact with senior management
  • Ability to handle confidential information
  • Ability to handle assignments and projects with minimal direction
  • Must be a team player and work well with Advisors, Associates and other members of the client group
  • Attention to detail
  • Strong analytical and numerical skills
  • Self-reliance for regular/familiar tasks

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