Client Account Handler
2 weeks ago
Our client is a superb, award-winning Wealth Management and Insurance firm based near Leeds. They are looking to recruit an ambitious and driven individual as a Client Account Handler to join them and this role offers fantastic potential to develop intoa Senior Consultant with significant training and development, as well as the opportunity to gain a funded CII qualification.
Our client provides a fantastic work environment with newly refurbished offices, fantastic benefits and employee development opportunities. You will gain extensive training and have the opportunity to progress your career significantly.
**Key responsibilities of the Client Account Handler**:
- Account handling of corporate clients and supporting them throughout the onboarding process.
- Managing client queries and product renewals.
- Producing market analysis and reviews/business reports for clients.
- Providing sales support to the consulting team including ad hoc administrative tasks.
- Working closely with Senior Consultants receiving extensive, dedicated training and development to progress your career.
**The ideal Client Account Handler will have**:
- Ideally educated to Degree level, with relevant experience gained within a similar client facing or support role perhaps within Finance, Legal, HR, Recruitment, Estate Agency or similar.
- Professionalism is key to this role, with excellent verbal and written communication skills to liaise with clients and internal team members.
- You will enjoy using your initiative in all situations, to work proactively offering 1st class support to clients.
- Highly organised in your approach, this role has a range of tasks and is a very fluid environment, offering excellent scope for progression and development.
- You will be ambitious, self-motivated and efficient with strong administrative and IT skills.
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