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Account Management Coordinator

3 weeks ago

Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full time
Job Description:

We are seeking a highly organized and motivated individual to join our Account Management Team in Wilmslow. As an Account Management Support Executive, you will play a crucial role in supporting our team of experienced professionals and developing a strong interest and passion for Investments. This role requires excellent communication and organizational skills, as well as a strong working knowledge of MS Office applications.

Responsibilities:
  • Providing administrative support to the Account Management Team
  • Maintaining accurate computer records
  • Assisting with the onboarding of new firms and IFA system/platform access
  • Working closely with Sales, Operations, and Compliance teams
  • Assisting with daily incoming queries

Requirements:

To succeed in this role, you must have excellent verbal and written communication skills, a strong working knowledge of MS Office applications, and high attention to detail. Experience in a similar role would be beneficial, but not necessary.

Salary Range:

The salary range for this role is £30,000-£35,000 per annum, depending on experience. You will also enjoy 25 days holiday + Bank holidays, 5% Employer pension contribution, Private Medical & Death in service benefits, and qualifications & study encouraged and supported.