Client Outreach Associate
2 weeks ago
Project Manager/Business Analyst - Client Lifecyle Management
London- Hybrid
£425 PAYE
emagine is a high-end professional services consultancy and solutions firm Specialising in providing business and technology services to the financial services sector, we power progress, solve challenges and deliver real results through tailored high-end consulting services and solutions.
We have created a culture of openness and integrity by building genuine and strong relationships and partnerships, enabling us to be uncompromising in our dedication in delivering the optimal service for our clients. Our commitment is not just towards our clients but we aim to foster a positive and equitable working environment with our consultants and colleagues which stems from our core values: Confident, Dedicated, Responsible, Genuine.
The
Client Outreach Associate
will support critical client transition initiatives during a major strategic transformation. This role focuses on enhancing client engagement, ensuring regulatory compliance, and delivering seamless communication throughout the transition process.
Key Responsibilities
- Prepare and execute tailored client communications.
- Ensure quality control checks throughout the outreach process.
- Manage client FAQs and engagement trackers.
- Handle client queries and case management using Salesforce.
- Produce MI status reports across multiple business functions.
- Update and maintain the client engagement and transition Playbook.
- Support training for the Business-As-Usual (BAU) team on transition projects.
Key Requirements
- Exceptional communication and stakeholder management skills.
- Strong project management experience focused on client transition.
- Proficiency with CRM platforms, especially Salesforce.
- Analytical ability to interpret large data sets.
- Capability to understand and manage complex client agreements.
- Professional qualifications such as MBA or CFA.
If you are up to the challenge and would like to find out more, get in touch with us immediately, our internal recruitment team is always keen to hear from dynamic individuals that are looking to further their career and explore their full potential.
"emagine is an equal opportunity employer, and employment practices are based strictly on merit. It is the policy of the Company to give equal opportunity in employment regardless of sex, sexual orientation, marital status, race, age, disability, gender reassignment, pregnancy and maternity, religion or ethnic origin"
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