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Client Relationship Officer - Finance

Job Particulars:
Reference: 2008FINJC
Job Title: Client Relationship Officer - Finance
Occupation: Financial Planning > Administration
Work Type: Full-Time
Salary: Undefined
Applications Close: 31 Oct 2008
Created: 4 Sep 2008
Last Updated: 4 Sep 2008

Abstract:

Due to steady and continuous growth, we require the assistance of an enthusiastic and responsive individual to assist with customer support and sales for our Finance Department.
Job Description:

Your tasks and responsibilities will consist of:
- Servicing and developing existing client relationships
- Extensive liaison with clients, including responding to all written and verbal client enquiries and requests, and following-up any outstanding requirements
- Processing of applications with banks and other financial institutions
- Maintaining communication with the banks and tracking process of applications on a regular basis
- Following through and managing all client projects up until completion
- Updating and maintaining databases
- Identifying and marketing our finance services to potential clients
- Keeping up to date and monitoring trends in the marketplace.

In sum, you will be responsible for providing exceptional quality service to meet our clients’ expectations by understanding their needs and providing accurate and complete information, through solving problems and processing transactions in a professional and timely manner.


Special Conditions:

In order to be considered for this position, you must have a background in Banking and / or Finance, with demonstrable previous experience or knowledge in either of these fields.

Other requirements include:
- Exceptional relationship building abilities
- A high attention to detail with a passion for accuracy
- Energy, enthusiasm and a professional approach
- Excellent English verbal and written communication skills
- A confident and clear telephone manner
- The ability to communicate with people at all levels, including staff and clients
- The ability to maintain confidentiality and work according to our company’s Code of Conduct and Professional Standards
- Excellent organisational skills and the ability to maintain accurate records and files
- Being self motivated and comfortable to work autonomously whilst following guidance and maintaining good communication channels with other team members, including the Managing Director.






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This page was sourced from Practice4Sale.com.au - Businesses For Sale
Page Available At: http://www.practice4sale.com.au/job/Financial_Planning/Administration/2630/Client_Relationship_Officer_-_Finance.html
Page Cited At: 22:22:49 Fri 21 November 2008 AEST

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