Sales Operations Associate

Location: Hybrid / Reading

Role Purpose:

To ensure that all administration required for an Asset Manager client to benefit from our services, is completed in an accurate and timely fashion
To maximise the time salespeople spend talking to current and future clients
To support legal, finance and other centralised functions on Asset Manager specific technical information
To assist the Investment Services Sales Team in achieving annual revenue targets

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Key responsibilities

Processing administrative changes to Asset Managers and their funds and portfolios so that the details are accurate and consistent
Coordinating the completion of the questionnaires that our current and future clients may require periodically or from time to time
Researching and monitoring the retail investment market for new clients and or new products and checking the administrative information we hold on our current clients is accurate
Any other tasks required to ensure delivery of the highest level of service to clients
To manage cross-team processes and query resolution

KPIs & Measures

Service levels to our existing clients
Retention of Asset Manager clients

Key deliverables

Accurate records of Asset Manager information
Prompt and accurate responses to Asset Manager requests for information.
Asset Manager satisfaction and retention
Smooth running of legal process

Key stakeholders

Proposition Director
Director of Asset Manager Clients
Senior Legal and Commercial Counsel
Head of Finance

Desired skills / experience

Attention to detail
Effective time management
Shows initiative and follows tasks through to completion
Customer focused/service oriented
Confident communicator
Desire to learn and grow
Experience using Salesforce or a CRM advantageous

Knowledge competencies

Knowledge of the asset management industry and/or financial markets.

Education & qualifications

Undergraduate/ postgraduate Degree in a relevant subject such as Economics, Business Administration Finance or relevant professional qualification.

I love coming into work every day at Dynamic Planner. I feel valued as an individual and enjoy great relationships with really talented people right across the organisation.

Glenn Bryant

Content and Communications Executive

I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.

Claire Bull

Product Owner

Life at Dynamic Planner

Want to learn more about our values & culture?

When you join Dynamic Planner, first and foremost, you are joining a team. Within that healthy structure, you are also a valued individual.

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