Account Management Support
2 weeks ago
Insignis Cash Solutions is a leading cash management fintech company that specialises in helping clients optimise their cash holdings and maximise returns on their cash investments. We offer an innovative technology solutions and comprehensive cash management services to a wide range of clients.
**Requirements**:
**Responsibilities and Duties**
**Sales Organisation**: You will assist the Account Management team in bringing new clients and partners on board. This includes:
- Fielding telephone calls and responding to incoming queries.
- Prepare deposit illustrations to show clients available products.
- Presentation preparation for new partners
**Partner Management**:
- Follow-up leads to ensure maximum conversion throughout the client journey.
- Onboarding partners on to our systems
- Partner due diligence
- Preparing and distributing monthly management information to partners
**Reporting & Analysing Information**: You will use our internal systems to analyse trends in our sales data and report these back to the Account Management team. This includes:
- Weekly sales data
- Conversion ratios at different stages of the client journey
- Predicted flow and pipeline data.
- Identifying areas for improvement
**Qualifications and Skills**
We work in an FCA regulated environment, handling millions of pounds of client cash every day so we need bright, high-quality individuals with:
- Honesty and integrity
- Attention to detail and ability to keep accurate records.
- Excellent planning, organisational and co-ordination skills
- Ability to meet deadlines.
- Strong team player with excellent people skills including a confident telephone manner.
- Great work ethic
- Capacity to excel in a fast-paced environment.
- Strong IT skills including capability in Outlook, Word, Excel, and PowerPoint
**Benefits**
- 25 days holiday (plus Bank holidays)
- Flexible working opportunities
- Monthly happy hours and team lunches
- Lunch and learn training sessions
- Further learning and development opportunities
- Opportunity to work across office locations: London and Cambridge
**Location**
London office based 3 days a week
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