Develop and maintain exceptional level of relationship and sales support to clients on behalf of Client Directors (CDs) acting as the first port of call for a client in the CD's absence.
Own and co-ordinate the successful resolution of client enquiries, liaising and utilising expertise from around the business. Seeking Guidance from Client Mangers (CMs) and CDs where necessary.
Provide high level technical support, demonstrating an understanding of a clients decision making process and long term objectives. Be able to answer complex queries as well as identify business opportunities and threats. Seeking Guidance from CMs and CDs where necessary.
Identify and follow up on leads and sales opportunities with the intention of maximising revenue.
Attending meetings and conference calls where required and take sole responsibility for audit and operational meetings when opportunities arise.
Demonstrate a high level of technical knowledge in areas such as LGIM products, brand, services and competitors in the market.
Develop and maintain knowledge of the current investment market, economic issues and LGIM's views, enabling you to discuss solutions with clients and consultants.
Prepare meeting packs for client meetings and new business pitches.
Maintain excellent working relationships around key business areas at all times.
Work with areas of expertise around the business to project manage ad-hoc queries, data requests and client change, thought to completion in line with client expectations.
Oversee and assist with the production of legal documentation, reports and client specific data relevant to the clients investment strategy.
Internal Number: 5834080
About William Blake Consulting Ltd
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