Ifa Account Manager - Edinburgh, United Kingdom - RMK Talent Solutions

RMK Talent Solutions
RMK Talent Solutions
Verified Company
Edinburgh, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Working with an ever growing investment management firm, you will be responsible for providing a high-level of Account Management to a portfolio of Adviser clients across Scotland.

You will support them as they utilise the award-winning model portfolio servicesand software propositions.


Main Tasks:

  • Responsible for a portfolio of key client accounts within the business and will be targeted to retain and grow those accounts.
  • Primary relationship contact within the existing client account
  • Retain and upsell clients by understanding client's business and requirements to ensure highest level of service and maximise all potential opportunities
  • Drive upsell opportunities within your portfolio and ensure set up, order forms and invoicing.
  • Identify and qualify cross sell opportunities which will be recorded via an opportunities pipeline in Salesforce
  • Develop relationships with this portfolio of clients, connecting with key business executives and stakeholders
  • Maintaining regular contact with clients and contribute in growth and retention initiatives
  • Providing feedback to crossfunctional internal teams to ensure customer needs are met. These actions will be taken by these crossfunctional internal teams and should be recorded on CRM and fed back to Client with the AM cc'd. (e.g. This could includesetting up, chairing or attending internal meetings as required to proactively address client's expectations and facilitate positive outcome).
  • Identifying account risks, creating and implementing At Risk plans through to a positive resolution and should be placed in Salesforce
  • Fully understand our proposition and be able to demo / discuss products/ services in detail and work with Propositions to stay up to date.
  • Manage the client cancellation process
  • Communicate the progress of monthly/quarterly objectives to internal stakeholders
  • Forecast and track key account metrics in Salesforce
  • Meetings, minutes and actions to be recorded in Salesforce
  • Attend and representing the company at marketing, conferences and Industry event

Skills Requirements:

  • Ability to understand and interpret client data in a clear and commercial manner
  • Effective Communications / Stakeholder management skills
  • Presenting and influencing credibly and effectively at all levels of the organization
  • Presenting client data in a commercial manner
  • Managing internal stakeholders
  • Excellent active listening, negotiation and presentation skills
  • Excellent verbal and written communications skills
  • Ability to challenge effectively
  • Professional curiosity, proactive and resourceful
  • Experience in delivering clientfocused solutions based on customer needs
  • Selfmotivated and able to thrive in a resultsdriven environment
  • Natural relationship builder
  • Effective Time Management
  • Critical thinking and problemsolving skills
  • Keen attention to detail and adherence to deadlines
  • Team Player with the ability to adapt / "can do" attitude
  • Client focused

Preference:

  • Knowledge of Adviser Market either as an Account Manager or Paraplanner/Sales Support
  • Previous experience with MPS services/ Adviser network
This is a great opportunity to move into Account Management working alongside an experienced Regional Business Development Manager.
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