Client Account Executive

Role Overview

We are seeking 2 Client Account Executives to work on a Fractional basis, supporting all customers and prospects, acting as the first point of contact dealing with all client enquiries. The role will involve processing registration forms, liaising with compliance and other internal departments, handling queries, administration tasks, communications and all other activities that have an impact on the customers’ account opening experience.

What You Will Do

Provide support to all customers and prospects, acting as the first point of contact dealing with all client enquiries. Process registration forms, liaise with compliance and other internal departments, handle queries, administration tasks, communications and all other activities that have an impact on the customers’ account opening experience.

Why It Might Be a Fit

You will be crucial in achieving and surpassing both sales targets and Key Performance Indicators (KPIs) established by the organization. Your contribution will play a vital role in our success and the satisfaction of our valued clients.

Requirements

• Account executives must be excellent communicators and obtain an in-depth knowledge of our company’s products, services and markets.
• Sales and customer service experience, with a track record of achieving targets
• Excellent communication skills
• Confidence working with numbers
• A team player with a strong work ethic
• Good organisational skills
• The ability to operate with autonomy as well as embrace teamwork