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Key Account Executive

£21000 - £27000 + benefits

We are representing a dynamic, market leading organisation that is going through an exciting period of growth. The business creates bespoke, cloud based technology solutions to support Financial Services firms.

This unique combination of wrap platform, discretionary and investment management allows its clients to deliver a high-class service to their clients.

If you are customer focused, professional and well organised who enjoys building relationships we would love to hear from you. This is an exceptional opportunity to start, or progress, your career within the Financial Services industry.

Key Activities & Responsibilities:

  • You will act as the first point of contact for several key accounts
  • Understanding and confidently articulating multiple processes in both written and verbal format
  • Answer customer queries in accordance with processes and procedures
  • Take full ownership of queries through to satisfactory resolution
  • You’ll gain and maintain a good understanding of Platforms within the Financial Services market
  • Follow procedures and instructions in order to ensure excellent client outcomes
  • Source answers and think logically to find solutions
  • An eye for detail! Review data to ensure accuracy
  • Proactive feedback to other departments in order to ensure excellent client outcomes
  • Confidently contribute and give feedback in team meetings
  • Ability to build a positive rapport quickly and easily

Skills and Experience:

  • Excellent communication skills and telephone manner
  • GCSE’s or equivalent (including Mathematics and English language) and 2 A Levels
  • Good attention to detail, ability to prioritise
  • Ability to work as part of a team and autonomously
  • Organised and diligent with a willingness to learn
  • Previous Financial Services industry experience would be advantageous
  • A confident user of Microsoft, including Word and Excel
  • Understanding of FCA regulations and procedure

About You

  • Confident and charismatic
  • Embraces change positively
  • Able to work efficiently and accurately in a fast-paced environment
  • Plenty of enthusiasm, energy and positivity
Employment type: 
Employed (Full Time)
Financial Planning
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