Consultant Relations Support Job Description Template
Our company is looking for a Consultant Relations Support to join our team.
Responsibilities:
- Putting pitch books together;
- Making sure all follow ups are completed;
- Working with marketing, reporting and client servicing teams to assist with preparation for presentations;
- Answering any queries (internal and external);
- Managing Salesforce;
- Competitor Analysis and Competitor research;
- Assisting with all client communications and follow ups.
Requirements:
- Excellent written and verbal communication;
- You need an understanding of investment consultants and their influence in the UK;
- Strong understanding of investments;
- Strong with excel, word and powerpoint.