Client Account Handler - Leeds, United Kingdom - Lucy Walker Recruitment Ltd

Lucy Walker Recruitment Ltd

Verified Company

Leeds, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is a superb, award-winning Wealth Management and Insurance firm based near Leeds.

They are looking to recruit an ambitious and driven individual as a Client Account Handler to join them and this role offers fantastic potential to develop intoa Senior Consultant with significant training and development, as well as the opportunity to gain a funded CII qualification.

Our client provides a fantastic work environment with newly refurbished offices, fantastic benefits and employee development opportunities. You will gain extensive training and have the opportunity to progress your career significantly.

Key responsibilities of the Client Account Handler:

Account handling of corporate clients and supporting them throughout the onboarding process.
Managing client queries and product renewals.
Producing market analysis and reviews/business reports for clients.
Providing sales support to the consulting team including ad hoc administrative tasks.
Working closely with Senior Consultants receiving extensive, dedicated training and development to progress your career.

The ideal Client Account Handler will have:

Ideally educated to Degree level, with relevant experience gained within a similar client facing or support role perhaps within Finance, Legal, HR, Recruitment, Estate Agency or similar.
Professionalism is key to this role, with excellent verbal and written communication skills to liaise with clients and internal team members.
You will enjoy using your initiative in all situations, to work proactively offering 1st class support to clients.
Highly organised in your approach, this role has a range of tasks and is a very fluid environment, offering excellent scope for progression and development.
You will be ambitious, selfmotivated and efficient with strong administrative and IT skills.