Client Representative

Meet Share

Client Representative

£23700

Meet Share, Newcastle upon Tyne

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 3 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: d22588448cfc4f70a66642f1ae159a6a

Full Job Description

  • Communicate with clients to understand their needs and provide appropriate solutions

  • Analyze client data to identify trends and opportunities for improvement

  • Collaborate with internal teams to ensure client satisfaction

  • Maintain accurate records of client interactions in the CRM system

  • Assist in the development of client presentations and reports

    We are seeking a dedicated Client Representative to join our team. The ideal candidate will have a background in financial services and possess strong communication and analytical skills. Experience with Salesforce is a plus., Bachelor's degree in Business Administration, Finance, or related field is preferred

  • Previous experience in financial services or customer service

  • Strong communication and interpersonal skills

  • Ability to multitask and prioritize workload effectively

    From £23,700.06 a year - Permanent, Full-time