Account Executive managing strategic relationships for Cisco in the VW Group. Engaging customer executives to build and sustain strategic relationships in a complex environment.
About the role
- Client Executive focusing on ensuring service quality for key accounts at HUB24, a leading wealth industry provider. Engaging in transitions, onboarding, and client relationship management while addressing escalations.
Responsibilities
- Ensure quality service outcomes are achieved for a selection of assigned key accounts
- Involved in bulk and individual transitions, adviser and dealer group onboarding
- Managing urgent issue management and escalations
- Provide monthly service reporting to demonstrate transition progress
- Focus on key customer solutions including managing escalations/service incidents for Key Accounts
- Hands-on assistance with client enquiries in line with the company’s service offering
- Account contact to key dealer groups through training, advisory and back office support
- Participate in sales activities in line with key client pipeline or servicing needs.
Requirements
- 3+ Years Financial services experience
- Understanding of various financial products/instruments available in the domestic market
- Knowledge of Change Management
- Operational risk management experience
- Analytics and business reporting skills
- Strong communication skills both written & verbal
- Ability to build strong working relationships built on trust and respect
- Persuade and influence the thoughts and actions of others
- Negotiate successful outcomes
- Articulate and persuasively present critical arguments
- Build rapport and professional credibility
- Commitment to high standards of client service with a balanced focus on the commercial priorities of the business
- An optimistic nature with the ability to see strengths and potential that can be leveraged
- Desire and willingness to strive to achieve optimal results
- A flexible and agile approach that enables them to effectively respond in a fast-moving and changing environment
- A continual improvement mindset
- A calm and considered demeanour when working under pressure to meet deadlines or deal with difficult situations.
Benefits
- Learn more about our employee benefits HERE.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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