Client Acquisition Team Co-ordinator


Premium Job From Jefferson Wells

Recruiter

Jefferson Wells

Listed on

7th October 2021

Location

Worthing

Salary/Rate

£11 - £11

Type

Contract

Start Date

ASAP

This job has now expired please search on the home page to find live IT Jobs.

Client Acquisition Team Coordinator.Location - WorthingPay rate - 11.56/ HourDuration - 12 MonthsStart date - ASAPOur financial services client is currently seeking a Client Acquisition Team Coordinator to join their team in the Worthing.PURPOSE OF THE JOBUndertake the typing and production of full legal documentation and other correspondence for prospective new clients and suppliers.To undertake on-boarding activities for new business applicationsProvide new business MI to team and wider within HIF.Provide support services and co-ordinate compliance activities across the team.PRINCIPAL ACCOUNTABILITIESProduction of legal documentation and other correspondenceTo receive applications and acceptances from prospective clients - all segments and products.To provide MI to the sales team/performance reportingCompliance activities, undertake team administration / personnel administrationTaking drafts supplied by other team members and undertake typing of legal agreements, guarantees and other supporting documents and lettersCheck the typing, prepare packs and dispatch to clients and suppliersPrinting and preparation of attachments/Internet Invoice Finance packsOther correspondence as requiredFinal letters and client filing. Design and complete spreadsheets as requiredEditing of legal templates as required by Manager SecuritiesTo update internal and HIF databasesTo undertake on-boarding activities, as agreed to support the team and the applicationsAdvise Business Development Manager of issues and items or information missing from the application at acceptancePrepare new business legal file.Completion of E U M S databaseTo produce a list of, and monitor progression of, proposed client starts.Collate and monitor client survey scores and verbatim responsesKNOWLEDGE, EXPERIENCE AND SKILLSFast and accurate keyboard skills with excellent presentationRSA 2 and knowledge of Word and ExcelSales focus and team playerStrong administrative and organisational skillsBasic knowledge of HIF products and systemsIf you are relevant and interested please don't delay, Apply for the role immediately

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