Customer service: * Ensure excellent delivery of services through building relationships with prospects and business advisors. * Liaise effectively with external business advisors and introducers as ...
You will need experience of working within a Financial Advisor firm as an Administrator to be ... Our client has a strong focus on delivering a high quality of customer service which they pride ...
Providing excellent customer service through effective account management * Achieving sales quotas ... Experience in an outbound sales role as a Sales Executive, Lead Generator, Sales Advisor, Loan ...
Creation and delivery of compelling customer propositions and/or tender documents focused on ... Please be advised that if unsuccessful for this role we may keep your details in our hold file ...
Account Management: * Act as a trusted advisor to clients, maintaining strong post-sale ... Comfortable with CRM tools (HubSpot) and using data to drive decision-making. Preferred
Build and nurture strong customer relationships by acting as a trusted advisor, addressing concerns and providing ongoing support, including troubleshooting, maintenance advice and the coordination ...
Gain knowledge of the industry, our products and our tools to become the go to coating advisor for your customers. * Identify, support and drive innovation from and to the market that enhances our ...
As a Customer Sales Advisor in our Inbound department, you'll be the first point of contact for customers calling in to register their appliances. Your mission is to provide top-tier customer service ...
Coordinate with external tax advisors and auditors to ensure accurate and timely filing of all tax ... vendor contracts, and customer transactions. * Work with existing team to improve/ensure ...
... advisors, accountants, or businesses. * A strong track record of meeting and exceeding sales targets. * Excellent communication, presentation, and relationship-building skills. * Proficiency with CRM ...
If you have experience or interest in roles such as Sales Consultant, Customer Service Executive, Telesales Representative, Healthcare Advisor, or Client Services Specialist, this Sales Consultant ...
... advisor with each targeted customer. • Manage and grow a sales target list. • Create and maintain a project pipeline and forecast- ensuring this is up to date monthly. • Spend at least 4 days ...
Oversee the preparation of overseas Corporation Tax and VAT returns prepared by external advisors ... We're customer-obsessed, serving them through three core brands: JD Williams, Simply Be, and Jacamo
... managing the CRM system * Preparing for Client Financial Reviews and preparing relevant ... Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of ...
Act as a key advisor to the Managing Director on operational matters, industry trends, and ... Address operational challenges and ensure exceptional customer satisfaction. * Represent ...
The role Your role will be promoting and advising on a diverse range of products and services, ensuring customer satisfaction through excellent service. Your responsibilities will include keeping ...
Warm and given accounts so you can visits and advise them * Key accounts and customers to visit * Support from multiple departments, so you can win all types of Fire sales * Flexibility with 2-3 days ...
Provide administrative support to advisers, including scheduling meetings, preparing reports, and ... Proficient in Microsoft Office and experience with CRM systems. * Knowledge of regulatory ...
... Advisor to learn, grow, and take on exciting challenges in a fast-paced environment. You'll get ... Assisting in customer complaint investigations and ensuring quick resolutions. * Gaining insights ...
... advising on modifications as necessary, and logging changes in accordance * with company procedure. * Produce written reports, presentations, and calculation documents for customer approval
... of customer service About Kinly Kinly is the globally trusted AV and UCC technology advisor to world-class organisations. Our solutions drive maximum collaboration, engagement and productivity to ...
... advisor and point of contact. • Identify new sales opportunities with existing clients ... CRM, Google Analytics/Ads, and their Cloud POS. Should you have any questions or wish to apply ...
... insights in client /Advisor usage and engagement. * Work across the group on behalf of and ... Support development of any internal or customer facing material that encourages usage and ...
... ensure good customer outcomes. * Deliver key commitments outlined in the firm's Training and ... Proven experience of providing supervisory support to regulated Financial Advisors including ...