Account Management Coordinator
4 days ago
Company Overview:
NJR Recruitment is a leading recruitment agency dedicated to providing exceptional talent solutions to the financial services industry.
Job Summary:
We are seeking a highly motivated and organized Junior Account Manager to join our team. As a key member of our Account Management Team, you will play a crucial role in supporting the onboarding process for new firms and IFA system/platform access.
Main Responsibilities:
- Maintain accurate computer records to ensure seamless delivery of service to clients;
- Support a team of experienced Account Managers and Business Development Directors to drive business growth;
- Assist with the onboarding process for new firms, including setting up IFA system/platform access;
- Work closely with Sales, Operations & Compliance teams to ensure alignment and effective collaboration;
- Manage and maintain own diary, ensuring timely follow-up with clients and maintaining audit trails;
- Develop and maintain strong relationships with IFA firms across your panel of accounts;
- Stay up-to-date with Tatton's proposition and processes to enable smooth business flows across all firm accounts and product ranges;
- Assist BDMs with the onboarding process for new firms and IFA system/platform access;
- Proactively schedule 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 robust business relationships;
- Exhibit excellent verbal and written communication 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 professional development and study.
Location: Wilmslow, UK
Salary: NJR 15310 (estimated salary based on location and job title)
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