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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Client Service/Product Specialist - Team Leader |
| Position Code: | 1230 | | Career Level: | 4 |
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Responsible for
Ensuring Client Services successfully establishes, maintains and enhances relationships with external clients. |
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Reports To
Marketing and Sales Manager, Manager - Client Service. |
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Supervises
Client Service Staff. |
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Main Activities
Supervising a Client Services team, ensuring all activities carried out meet agreed service levels as well as managing large clients/accounts personally.
Developing, maintaining and enhancing productive relationships aimed at encouraging client retention through the provision of creative and innovative services.
Liaising regularly with clients to promote the organisation's investment products, performance, services, philosophy and current strategy.
Identifying needs of existing and potential clients and devising ways of providing solutions.
Coordinating all client service/promotional activities with Sales, Marketing, Client Administration, Sales, Portfolio Managers.
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Key Skills
Excellent communication and interpersonal skills.
Advanced knowledge and understanding of the organisation's products and services.
Customer service focused.
Proven staff management experience.
Problem solving abilities.
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Internal Contacts
Sales Staff, Marketing Staff, Client Administration Staff, Portfolio Managers. |
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External Contacts
Clients. |
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Typical Experience
5+ years relevant experience, possibly in Finance, Sales, Marketing or Client Service. May have tertiary qualifications in a relevant discipline and/or SIA/CFA accreditation. |
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Other Comments
Larger organisations may differentiate this role between retail and institutional clients. |
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