Customer Relationship Marketing Executive
Our client is looking for a Customer Relationship Executive who is proactive, has energy/drive and has an enquiring and analytical mind to join their very successful business which provides numerous products across food and drink categories. THE COMPANY A very well known brand within FMCG, providing numerous products across food and drink categories. A fast paced, very successful, commercial and dynamic environment - they are looking for an ambitious, proven and driven Innovation Manager to join their business to support in their continued growth and success. THE ROLE Key responsib... ## Type : Permanent ## Location : London, United Kingdom
Thu, 18 Dec 2014 00:00:00 GMT
Customer Relationship Management, Training and Education Manager
Req ID: 27003-/br--/br- Founded in 1856, Burberry today remains quintessentially British, with outerwear at its core. Digital luxury positioning and intensive focus on design innovation, quality and heritage icons ensure continued brand purity and relevance globally across genders and generations. Burberry believes that in order to be a great brand it must also be a great company and constantly leverages the energy of its compassionate and creative thinking culture to continually innovate and drive the brand forward. Headquartered in London, Burberry is a design, marketing and retail le... ## Type : Permanent ## Location : London City and West End, London, United Kingdom
Thu, 18 Dec 2014 00:00:00 GMT
Client Relationship Manager
Client Relationship Manager, Leicester, Up to ?27,000
The Client Relationship Manager plays a pivotal role in the maintenance and management of client accounts within team CJC. This is a highly administrative function, where attention to process is crucial, as is the ability to engender positive relationships with clients that are built on trust.
A ?systematic? worker, who respects process and has a forward thinking approach to account management, the ideal Client Relationship Manager is proficient in prioritising tasks, managing workloads and remaining calm under pressure.
Prepare all pre-meeting requirements ahead of meeting, to include:
? Corporate/personal fact finds;
? Up to date and accurate portfolio report to include all existing policies, values, ?on risk?, etc.
? Money laundering documentation if required;
? IDD and client agreements;
? Fund switch on line authority if required;
? Summary of ?objective of the meeting? plus ongoing issues;
? Proposed agenda
Post-meeting Task Management & Administration
Progress all meeting action points and facilitate account administration to include:
? Agree actions points with adviser;
? Update last review date on system and ensure advisor updates next review date;
? Draft report, add attachments and confirm with adviser (immediately post meeting);
? Finalise report, obtain adviser sign off;
? Ensure all application forms are completed and signed;
? Complete new business recommendation summary;
? Obtain compliance pre-approval where required;
? Submit new business via Dynamic Planner
? Upload all compliance documents to Dynamic Planner
? Enter all action requirements immediately onto task management.
? Send post meeting report to client, complete with appropriate documentation.
? Ensure all fund switches are effected immediately post meeting or on receipt of client signature.
? Where ?reasons why? letter has been issued, follow up with phone call or client meeting.
? Ensure systems are kept up to date with general planning notes and correct documentation and client data.
? Keep financial question status updated, in conjunction with adviser.
? Maintain diary, tracker, outlook, tasks and KPIs, regularly, frequently and accurately.
? Obtain quotations as required.
? Process new business application forms as appropriate.
? Prepare letters to providers with appropriate enclosures.
? Attend office based assigned client meetings with adviser.
? Keep abreast of client complaints - ensure line manager and adviser are informed as they arise.
? Maintain regular schedule of client reviews in accordance with client review process document.
? Ensure client is aware of compliance issues with regard to postal reports.
? Visit clients as necessary to obtain information and/or signatures or to deliver correspondence.
? Proactively manage the client relationship - call to offer help, advice, and guidance, as appropriate.
If you are interested in this role please contact Jack Lawlor on 07961788007 or E: Jack.Lawlor@Idexconsulting.com
Please visit www.idexconsulting.com for further opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Tue, 16 Sep 2014 15:08:23 GMT