Team Secretary/Client Manager

Team Secretary/Client Manager
£26,000 - £30,000
City 


THE COMPANY:
Our client is a well-established, successful, private client investments company. They are currently recruiting a Team Secretary/Client Manager to join assist the Relationship Manager. This is a boutique organisation that is resilient and continues to grow within its field. 


THE ROLE:

• Meeting and greeting new  members and visitors
• Organising diaries and booking in appointments
• Screening incoming phone calls and emailed enquiries and requests, responding or completing them if appropriate
• Producing documents, reports and presentations
• Dealing with incoming email, faxes and post and corresponding on behalf of the Relationship Manager
• Preparing documentation for meetings
• Maintaining office systems for the team
• Ensuring office supplies and stationery are maintained
• Act as an intermediary between the Members, RMs’ and Technical Advisors’ to action tasks
• Measure customer satisfaction and assist the RM in improving the Member Integration process
• Answer and transfer all inbound phone calls in a timely and efficient manner
• Open, sort and distribute incoming correspondence
• Conduct a daily housekeeping check of office and meeting rooms
• Provide cover for the other Team Secretary/Client Manager in the event of their absence
• Ad hoc duties as and when required

 
THE PERSON:

• Previous experience in a Team Secretary/Client Manager role
• Excellent communication skills bith verbal and written
• Must be confident and able to liaise with clients in a professional manner
• Understanding the needs of the members and being able to remain patient, calm and polite, even in pressurised situations
• Able to prioritise workload and complete tasks within required timescale
• Being flexible and quick thinking
• Capable of following instructions
• Must be capable of problem-solving
• A good team player whilst being able to work on own initiative
• Being accurate and paying attention to detail, even when under pressure
• Having good numeracy skills
• Highly competent in the use of Microsoft Office
• Excellent organisation skills, being able to prioritise own workload and stick to deadlines

 
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EQUAL OPPORTUNITIES Morgan Spencer Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective of gender, race, colour, nationality, ethnic or national origin, disability, marital status, sexual orientation, having responsibility for dependents, age, religion/beliefs, or any other reason which cannot be shown to be justified.

CONFIDENTIALITY: All applications are dealt with in strictest confidence and will be processed in accordance with the Data Protection Act 1998

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