Global Client Assistant

The Company: My client is a leading Global FX ecosystem. Trillions of dollars worth of currency flow through their systems each day. The Role: They are seeking a new Global Client Assistant to join their Client Engagement team. This is a global role but the core focus will be to support the team across EMEA.

Responsibilities Include:

The candidate will work within the Client Engagement team as a Client Assistant to the team globally but with a primary focus on EMEA, to help support sales in their day to day activities. They will assist the sales team in client services tasks for their client base alongside ensuring the efficiency and effectiveness of their CRM. This role is focused at alleviating the routine and annual tasks required from Settlement Members and clients as part of the process alongside client data and pipeline maintenance and reporting. Assistance in data collection and supporting management reporting tasks.

• Support the Global Client Engagement team by resolving and responding to day to day client queries.
• Responsible for ensuring that all day to day issues are responded to and resolved in a timely and efficient manner
• Coordinate responses from Client engagement and/or follow up as required directly with clients to monthly, annual and ad hoc processes and documentation required by the client of our Members and clients
• Work with Business Management to support the global sales effort as required
• CRM management and Reporting
• Day to day management of CRM
• Responsible for maintaining an updated effective pipeline and providing management reporting as required
• Responsible for developing and delivering incremental enhancements to the CRM that assist the sales process

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates