Sales Support
2 months ago
LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team.
This is an excellent opportunity based in London that will offer a chance to broaden your client services knowledge whilst carrying out the necessary daily tasks supporting a successful sales team dealing EMEA business.
**Key Remits**
- Directly supporting sales teams
- Ensuring sales team have collateral/material for presentation meetings
- Organisation of fund dealing and investor transactions
- Overseeing any escalations from a transfer agent perspective
- Accurately processing all transactions in accordance with the firm’s dealing and cashflow procedures
- Continuously improving risk/controls around processes and optimising efficiency
- Liaising with relevant business areas on client queries
- Providing information on client portfolios/activity and responding to queries regarding clients
- Contributing to RFP projects where required
**Experience**
- Degree or relevant industry qualifications
- Between 1 - 4 year’s experience within a client services or sales support role within an Asset Management environment
- Excellent communication skills
- Ability to demonstrate accuracy and attention to detail
- Knowledge of EMEA markets
- Good knowledge of MS Office suite in particular Excel
- Experience of a high volume dealing/investment operations environment would be highly beneficial
- Experience using Salesforce CRM, Seismic, Outreach, HeyDan, LinkedIn Sales Navigator is an advantage
Our mission is to lead the recruitment of diverse talent and champion the adoption of more inclusive working cultures to help the industry.
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