Sales Support Associate

Role & Responsibilities:

  • Contribute to sales activity by co-ordinating meetings, emails and client follow up. Be proactive in identifying sales opportunities and communicating these to the Investment Sales Managers.
  • Provide dedicated sales support to investment sales managers including maintaining an organised database of consolidated information, supporting material and records of sales activity.
  • Provide consolidated information obtained from category management, marketing, fund operations, client servicing and fund management areas to the sales team for use in the sales process.
  • Provide high quality support to intermediaries dealing with technical queries both pre and post sale by responding to all inbound client queries

Skills required:

  • Previous Financial Services experience
  • Previous experience working with European Investment clients
  • Experience working with European Investments
  • A strong track record of working in a client service role
  • IMC qualified or studying towards qualification or equivalent
  • Excel, PowerPoint, Word, Microsoft Office, Lipper, Salesforce / Financial Clarity (CRM)
  • Excellent customer service skills combined with a confident telephone manner
  • Excellent communication and negotiation skills
  • Comfortable organising meetings, managing CRM and e-mail flow

To hear more about this challenging opportunity, please call Robert Cook on 020 7847 8870 or email robert@meredithbrown.com

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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