Sales Support Specialist - Private Clients

8 Days Old

Company description:
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Job description:
Job Title: Sales Support Specialist
Department: Distribution
Location: London
Contract Type: Permanent
Reporting to: Sales Support Manager
The Role
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

TPBN1_UKTJ
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Location:
London
Salary:
not provided
Job Type:
FullTime
Category:
Sales;Customer Service

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