Client Engagement Executive

3 days ago

Birmingham, United Kingdom AFH Financial Group Full time

**Client Engagement Executive**

We have an exciting opportunity** **to join our growing team**.** Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in our Birmingham office. You will join us on a **full-time, permanent** basis, and in return, you will receive a competitive salary plus a range of benefits.

Please do feel free to talk to us about flexible working as well as hybrid working and part time options for you. Immediate starts are available.

As a **Client Engagement Executive **you would be generating leads as a result of marketing activity across the business. You will be handling customer calls both inbound and outbound.

**Key Responsibilities as our Client Engagement Executive will include**:

- Managing large amounts of calls as a result of marketing activity both inbound and outbound
- Following communication scripts in accordance with FCA compliance
- Identifying customer needs
- Maintain professional relationships with all lead taking advisers ensuring a fair distribution
- Maintaining accurate records of all customer conversations recording them against the internal CRM
- Meet targets in terms of quality of conversations
- Attending training sessions to continuously improve knowledge and performance
- Any other reasonable request made by the Client Engagement Manager or other members of the Senior Management Team

**What we are looking for in our ideal Client Engagement Executive**:

- Excellent communications skills, especially listening
- Excellent IT skills including Outlook and MS Teams

**Benefits of working for AFH**:

- Contributory pension scheme
- An Employee Assistance Programme available 24/7, 365 days a year, including access to counselling as well as access to professionally trained mental health first aiders
- Bonus scheme
- Cash plan health benefit scheme
- Competitive and flexible holiday allowance, with buy and sell scheme options
- Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
- Employee referral bonus scheme - £1,500 bonus
- Death in service benefit at 4 x your annual salary
- Christmas party and summer events
- Loyalty bonus for all staff based on length of service.
- Additional holiday days for long service

With over 30 years of experience and more than 500 employees nationwide, AFH is one of the UK’s leading independent financial advisory firms.

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