Overview
Administrator – Client Relations Team Jobs in Walsall Wood, England, UK at EBI
Location: Walsall Wood
EBI is an award winning technology-based discretionary fund manager that runs evidence based, passive investment portfolios on behalf of financial advisers. We have been working with financial advisers from around the country since 2010, having grown to now manage nearly £4 billion in assets from over 12,000 investors.
What you’ll do:
Organise and prioritise enquiries received to the companys shared mailbox. Scheduling tasks, meetings, telephone calls using the companies CRM and Microsoft Outlook. Ensure queries are answered in a timely manner, with appropriate responses, and consider customer vulnerabilities. Process client applications. Ensure incorrectly completed applications are reported to a Client Relations Manager. Support with client meetings/appointments including arranging venues, marketing, hospitality, and refreshments.
Maintain accurate client records on the companies CRM and workspace systems. Assist sales team with new introductions, arrange meetings, perform due-diligence checks, on/offboard clients and log correspondence. Office administration including stationary/supplies ordering, filing, photocopying, printing, managing reception. Organise and maintain internal folders.
Skills you’ll have:
Organisation
Communication
Customer service
Teamwork
What you’ll get in return:
Competitive salary
and annual bonus 25 days annual leave, rising to 28 days with long service Private medical cover 10% pension contributions Preferential staff account rates within ebis Portfolios and on the Parmenion Platform Cycle scheme and electric vehicle leasing Three Volunteer days annually Progression opportunities in a growing business
Title: Administrator – Client Relations Team
Company: EBI
Location: Walsall Wood, England, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator)
