Senior Administrator

2 weeks ago

United Kingdom McGregor Boyall Full time

Global Client Assistant

Our client is a global FX trading business based in Canary Wharf. They are now actively hiring a global client assistant to join their client engagement team as soon as possible

The client engagement team (sales team) acts and plays a crucial role in the business, managing direct and new clients with client management, cross-selling, and preparing new business pitches for new prospective clients.

Your role as a client assistant will be to assist the sales team in their day-to-day activities. You will be involved in ensuring that the CRM runs smoothly, client onboarding, reporting, data collection and much more

Duties:

  • Respond to day-to-day client queries effectively and efficiently.
  • Coordinate and manage client response monthly, annually, etc.
  • Processing of client documentation.
  • Daily management of their CRM, reviewing data and providing data reports.
  • Providing management with an effective sales pipeline.
  • Deliver and develop the sales process through the CRM.
  • Project work support to the team manager as and when requested.

Skills/Experience Required:

  • 2-4 years of solid administration experience, ideally within a sales team.
  • Experience working within a financial institution and a good understanding of financial markets.
  • Strong analytical skills.
  • High attention to detail.
  • Excellent communication skills internally and externally.
  • Strong working knowledge on MS packages including Excel & PowerPoint.
  • Strong desire to learn and develop.
  • Excellent relationship-building skills.


McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

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