Job Description
Job Overview
This role will report to the Regional Manager and will act as a support to the sales team who focus on the Wealth sector.
We are seeking a motivated and detail orientated support specialist to provide administrative and operational support to the Distribution Team. This role will play an integral part in streamlining our ability to service clients whilst the sales team focus on driving revenue and achieving targets. Your contribution will help to foster strong relationships with partners and enhance the overall efficiency of the sales team.
Key Responsibilities
Operations
- Support the Business Consultants with Partner queries relating to processes, or the status of their clients’ transactions
- Assist with the Partner month end administration
- Keep CRM up to date by:
- Update notes accurately on interactions with Partners
- Maintain and proactively update contact information
- ...