Clients and Markets Assistant - Professional Services

London  ‐ Onsite
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Keywords

Description

Clients and Markets Assistant - Professional Services
Fixed Term Contract - 10 months
Location: London (Euston and Finsbury Square)
Salary: Assistant level

The Company

Our client is one of the best financial services organisations in the UK. They are an ambitious and dynamic global organisation delivering audit, tax and advisory services across the world. They have an approachable, down to earth working culture and a real passion for what they do.

The Role

The Clients and Markets Assistant will assist the Markets and Industries team on client satisfaction and business development pipeline reports. These reports are distributed to key leaders and business development teams throughout the firm. The role will report to the Client Care Executive and will work closely with the CRM Team.

The role will focus around 4 main areas

Clients and Client Service, Business Development, Financial/Operations and People.

Key responsibilities:
-Provide day to day operational support to the firm's Client Satisfaction survey programme (CSP)
-Help maintain data quality around business development activity
-Support the process of gathering and banking client testimonials
-Support the CRM team and MI team with business development pipeline reporting data and housekeeping
-Support the pitch team for using results in proposals and presentations
-Production of monthly client and market reports to deadline
-Generation of ad hoc statistics and client satisfaction analysis

Essential candidate requirements

- Previous experience of working within professional services (accountants, law firms, banks, business consultancy)
- Solid experience of updating a CRM database
- Previous experience working with management information in a professional environment
- Educated to degree level or equivalent
- Previous experience with updating a CRM database
- Transferable experience in a similar professional environment working with Management Information
- Advanced Excel and excellent working knowledge of MS, PowerPoint and Word

Desirable

- CIM Advanced Certificate or working towards
- Knowledge of Lotus Notes
- Technical data expertise (eg SQL) for detailed data analysis and reporting

If you have worked in a professional services environment and feel like you have the right skill set please apply directly through this advert, alternatively contact Lisa Readman the Recruitment Team for further information.

Start date
n.a
Duration
10 months
From
Omni Resource Management Solutions
Published at
30.01.2012
Project ID:
306724
Contract type
Freelance
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