Junior Account Professional
5 days ago
Role Description:
We are looking for a highly motivated and organized Junior Account Manager to join our team as a key member of our Account Management Team. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our business.
Main Tasks:
- Maintain accurate and up-to-date computer records to ensure efficient client service delivery;
- Provide administrative support to a team of experienced Account Managers and Business Development Directors to drive business growth;
- Contribute to the onboarding process for new firms, including setting up IFA system/platform access;
- Collaborate closely with Sales, Operations & Compliance teams to ensure effective alignment and collaboration;
- Manage and maintain own diary, scheduling regular follow-ups with clients and ensuring audit trails;
- Build and maintain strong relationships with IFA firms across your panel of accounts;
- Stay informed about Tatton's proposition and processes to ensure seamless business flows across all firm accounts and product ranges;
- Support BDMs with the onboarding process for new firms and IFA system/platform access;
- Arrange daily IFA appointments to discuss Tatton's proposition, investment updates, and processes;
- Respond promptly to incoming queries, calls, and tasks managed by the TAM team, ensuring excellent support to all TIML accounts.
Requirements:
- Demonstrate strong ability to build business relationships;
- Exhibit excellent communication and interpersonal skills;
- Show working knowledge of MS Office applications;
- Possess high attention to detail and organizational skills.
Benefits:
- 25 days holiday + Bank holidays;
- 5% Employer pension contribution;
- Private Medical & Death in Service benefits;
- Opportunities for career development and training.
Location: Wilmslow, UK
Salary: NJR 15310 (estimated salary based on location and job title)
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