Client Services Account Executive

Lloyd Recruitment Services Ltd
London, UK
16 Aug 2019
22 Aug 2019
Contract Type
Full Time
Lloyd Recruitment Service are pleased to be working with a leading and reputable company, who due to ongoing success are currently in search of a Client Services Account Executive to join their Aldgate office.

Ideally individuals will have proven Client liaison experience and be an Intermediate to advanced user of excel.

The purpose of the Client Services Account Executive role is to provide administrative support to the Client Operations Account Managers who look after existing B2B accounts across CEMEA and EU regions.

  • Provide operational administrative support to the Account Managers as and when required
  • Production of monthly membership and billing information
  • Investigation of disputes and complaints and resolution to a satisfactory outcome
  • Creation and distribution of account information, management information and reporting
  • Maintenance of the client program, adding card holders, renewing card holders
  • On-boarding of clients to agreed implementation specifics and timelines
  • Communicate with Clients on a regular basis and respond to basic queries and requests
  • Join weekly / monthly & quarterly meetings with key stakeholders & client leadership as required to have an understanding of requirements and workloads
  • Assist the Account Managers work towards meeting SLA's and KPI's
  • Build a good level of knowledge of the operational, systems, contractual and financial aspects of your accounts
  • Process stock orders, following a good-practice Sales Order Process (including ensuring invoicing is carried out correctly in line with contractual agreements)
  • Operate good-practice business systems, to support Account Managers and enable the smooth running of the Operations Team
  • Work with Account Managers to acquire and maintain expert knowledge of the operational, systems, contractual and financial aspects of B2B accounts to ensure smooth day to day running
  • Maintain a strong awareness of good practice business processes and policy compliance
  • Support the Management Team in providing detailed information on B2B accounts
  • Where directed create, produce and analyse account information, MI and reports
  • Liaise with finance, technical and marketing departments as and when required
  • Follow business processes
  • Raise operational issues and bugs on behalf of the team
  • Ensure internal documentation contains up to date Client and Deal information
  • Perform any ad-hoc tasks and requests that arise in providing administrative support to the Client

Knowledge, skills and experience required:

  • Experience working in a client facing account management role or an administration role
  • Advanced excel skills - essential - Including VLOOKUPS and Pivot Tables
  • Account support/admin/management experience, gained within any sector preference can be given to individuals with banking or finance experience
  • Ability to engage and communicate across diverse internal & external audiences
  • Ability to work under pressure, to tight deadlines
  • Basic data analysis, data consolidation and reporting experience
  • Good understanding of contractual obligations
  • Experience in reconciling invoices
  • Experience in managing complaints
  • Fluent in English and a second European language would be desirable. Knowledge of Russian language would be an advantage
  • High level of numeracy and computer literacy (MS Office)

Person specification:

  • Commercially aware with a passion for efficiency and high quality operational delivery
  • Likes to work proactively, under pressure, to tight deadlines, in a dynamic environment
  • Collaborative approach
  • Shows appreciation & understanding of wider business functions and how departments link together
  • Ability to identify and support in resolving issues, and know when escalation is required
  • Clear, honest and open in all communications
  • Excellent attention to detail
  • Can-do attitude ready to step in and help out where needed
  • Shows initiative
  • Strong operational and administration experience

Salary of up to £27K DOE plus excellent benefits

Due to the high volume of applications, Lloyd Recruitment Services can only contact shortlisted candidates

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