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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Client Service/Product Specialist - Assistant |
| Position Code: | 1232 | | Career Level: | 2 |
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Responsible for
Establishing, maintaining and enhancing relationships with small to medium sized external clients under direct supervision. |
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Reports To
Client Service - Manager, Client Service - Team Leader. |
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Supervises
No supervisory responsibilities. |
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Main Activities
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.
Assisting with the coordination of all client service/promotional activities involving Sales, Marketing, Client Administration, Sales, Portfolio Managers.
Preparing presentation material as required.
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Key Skills
Sound communication and interpersonal skills.
Developing knowledge and understanding of the organisation's products and services.
Customer serviced focused.
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
Up to 2 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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