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Junior Analist - London, United Kingdom - F5 Consultants
Description
Job Description Sales Operations and Onboarding SpecialistJunior - Mid Level
£Central London (Hybrid working, 2-3 days in the office)
FinTech
A well-established FinTech company have an opening to join their Sales Operations team.
You will receive full training with a progression route to account management or sales.
Onboard new clients and manage existing clients accounts.
Provide sales support.
Create Know Your Client (KYC) documents and ensure they are kept up to date.
Ensure all client information, contact details and service details are managed and tracked in the CRM software.
Analyse data within the CRM software.
Suggest and implement improvements to the sales and onboarding processes
Prepare and track onboarding documentation including legal documents and presentations.
Microsoft Office (Word, PowerPoint, and Excel).
Knowledge of CRM Tools is beneficial (they use Salesforce)
Experience working in finance or sales is beneficial.
5% Pension
Discretionary bonus scheme
25 days holiday plus bank holidays and your birthday off
Private healthcare and medical cashback plan
Gym membership contribution