Client Relations Executive

Morgan Spencer
London (Central)
10 Mar 2018
14 Mar 2018
Contract Type
Full Time
Client Relations Executive
£22,000 - £25,000

Our client is a world leading investor relation services company specialising in share ownership analysis, equity market intelligence, investor communication and shareholder management technology. They are looking to recruit an experienced Client Relations Assistant to join the CRM team.


- Gaining a thorough understanding of the company’s services and in particular the company’s software platform
- Engaging with the CRM team to identify and establish all sales opportunities across client base
- Supporting the CRM team in the day to day management of clients
- Dealing with various administrative tasks on behalf of the team including fielding incoming client and prospect calls, logging client meetings and emails through the company’s platform, preparing client meeting materials and maintaining distribution lists
- Managing the CRM calendar and coordinating client training requirements for both existing and new users of the platform
- Responding to client queries promptly and efficiently and where necessary
- Formatting both share register analysis and CRM reports
- Establishing, building and maintaining relationships across the client base
- Conduct training sessions to clients/users on all modules of the company’s platform both over the phone and face to face


- At least 1 years’ experience within a similar role ideally working within a CRM/customer services team
- Educated to at least degree level
- Excellent communication skills both written and verbal
- Highly competent in the use of Microsoft Office
- Have a confident and professional telephone manner
- Strong and accurate attention to detail
- Excellent organisational skills with the ability to prioritise and manage own workload
- Must be a team player as well as being able to work on own initiative
- Eager to learn and grow into the role
- Able to stay calm under pressure
- Possess an interest in financial markets

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