Posted Jul 02, 2024 401 views
We are seeking a highly organized and proactive individual to join our team as a Client Manager Assistant. The ideal candidate will assist our client managers in maintaining strong relationships with clients, providing excellent service, and ensuring smooth operations within the client management department.
Responsibilities:
Client Communication:
- Assist in communicating with clients via email, phone calls, and in-person meetings as needed.
- Handle routine client inquiries and redirect complex issues to client managers.
- Maintain a professional and courteous demeanor in all client interactions.
Administrative Support:
- Provide administrative support to client managers, including scheduling meetings, managing calendars, and preparing documents and presentations.
- Organize and maintain client files, documents, and records.
- Assist in preparing reports and presentations for client meetings.
Client Relationship Management:
- Assist in monitoring client accounts and ensuring timely resolution of any issues or concerns.
- Help client managers in identifying opportunities to upsell or cross-sell products and services to existing clients.
- Collaborate with internal teams to coordinate client requests and deliverables.
Data Management:
- Update and maintain client databases and CRM systems with accurate client information and interactions.
- Assist in analyzing client data to identify trends and opportunities for improvement.
Team Collaboration:
- Collaborate with other team members to ensure a seamless client experience across all touchpoints.
- Participate in team meetings and contribute ideas for improving client service and operational efficiency.
Qualifications:
- Bachelor's degree in business administration, finance, or a related field preferred.
- Previous experience in client service, sales support, or administrative roles is a plus.
- Strong communication and interpersonal skills.
- Excellent organizational and time management abilities.
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint).
- Experience with CRM software (e.g., Salesforce) is desirable.
- Ability to multitask and prioritize tasks in a fast-paced environment.
Skills
Job Details
Wilsden Group
Group of Companies
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