Global Client Assistant!

Our client is a global FX trading business based in Canary Wharf. They are now actively hiring a global client assistant to join their client engagement team as soon as possible!

The client engagement team (sales team) acts and plays a crucial role in the business, managing direct and new clients with client management, cross-selling, and preparing new business pitches for new prospective clients.

Your role as a client assistant will be to assist the sales team in their day-to-day activities. You will be involved in ensuring that the CRM runs smoothly, client onboarding, reporting, data collection and much more!

Duties:

• Respond to day-to-day client queries effectively and efficiently.
• Coordinate and manage client response monthly, annually, etc.
• Processing of client documentation.
• Daily management of their CRM, reviewing data and providing data reports.
• Providing management with an effective sales pipeline.
• Deliver and develop the sales process through the CRM.
• Project work support to the team manager as and when requested.

Skills/Experience Required:

• 2-4 years of solid administration experience, ideally within a sales team.
• Experience working within a financial institution and a good understanding of financial markets.
• Strong analytical skills.
• High attention to detail.
• Excellent communication skills internally and externally.
• Strong working knowledge on MS packages including Excel & PowerPoint.
• Strong desire to learn and develop.
• Excellent relationship-building skills.

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.