Sales Support Specialist Private ClientsRathbones • London, England, United Kingdom
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Sales Support Specialist Private Clients
Rathbones
- London, England, United Kingdom
- London, England, United Kingdom
About
To work as part of the sales support team providing proactive support and sales enablement to the Private Client channel. The candidate will work closely with the key stakeholders of Rathbones including the business directors marketing operations and compliance teams to help achieve the sales targets and business objectives. Outcomes of the Role
Work with the Private Client Business Development Directors to support the execution and review of the sales and distribution strategy Provide reactive and proactive sales intelligence reports and MI in support of sales activity and pipeline management including management of the CRM (Salesforce) Oversee the organisation of client events and sales meetings to ensure Business Development Directors are maximising time with clients If required and as directed proactively follow-up sales activities Work with key stakeholders to oversee / produce client reporting and collateral requirements including client presentation material Act as the initial escalation point for client service and operational queries utilising internal stakeholder teams for query resolution Maintain a high level of product knowledge and relevant market insight Ensure service is timely output is of a high quality and risks and issues are mitigated through our service model Work with the Proposal team to oversee new business proposals and due diligence requests Identify and undertake research on given topics such as adviser data and competitor analysis Provide support and expert assistance with systems and processes including Salesforce and Seismic. Knowledge, Skills and Experience
Understanding of the products and services Rathbones provide Strong time management and prioritisation skills. Ability to develop & maintain positive working relationships Strong communicator Systems competence demonstrates competence in using company systems including Salesforce. Solid understanding of the regulatory environment in which we operate Understanding of the competitive environment in which we operate Experience working in a similar role in Financial Services / the wealth management industry Relevant industry qualification Life at Rathbones
We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all. We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values those that are passionate about client service operate with the highest levels of integrity and have a strong results focus. We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need. Required Experience
IC Key Skills
Data Entry Customer Service Account Executives Email Product Knowledge Account Management Communication CRM Salesforce Phone Calls RFP Sales Goals Powerpoint Technical Support Sales Support Employment Type: Full Time Experience: years Vacancy: 1
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Languages
- English
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