Relationship Team Executive
The Relationship Team Executive will deliver exceptional support across both client services and business development. Ensuring seamless handling of day-to-day queries from existing clients and proactive assistance in advancing prospects through the sales pipeline.
Key Responsibilities
Client Support
* Represent the company in a professional manner, both verbally and in writing
* Respond promptly and professionally to client queries via phone and email
* Maintain accurate records of customer interactions in HubSpot
* Support the Client Relationship team with administrative tasks
* Collate and maintain member feedback per client for use in client meetings
Client Onboarding
* Set up new clients using the Know Your Client (KYC) process
* Obtain account codes for new clients from Finance
New Business
* Assist the business development team in managing and progressing prospects
* Support new prospect meetings via Teamsor in person as requested
* Provide timely follow-up on questions and requests from prospective clients, ensuring a smooth and responsive experience
Meeting Co-ordination
* Book client/sales meetings, distribute agendas, write up minutes, and chase actions.
* Organize logistics for external meetings
This list is not exhaustive. Other duties may be assigned as required to meet business needs.
Skills & Competencies
* Commitment to Target Professional Services core values.
* Ability to build and maintain strong relationships while working collaboratively as part of a team.
* Excellent organisational skills with the ability to prioritise and meet deadlines under pressure.
* Strong communication and interpersonal skills
* Problem-solving mindset with attention to detail
* Familiarity with CRM systems (HubSpot) and sales processes is advantageous
Package:
* Starting salary £25,000
* Hours Monday-Friday between 9am-5pm
* Contract Permanent
* Location Office base Selsey, West Sussex
* Target is an Employee Ownership trust - you will become a beneficiary after 12 months employment
* Annual bonus (subject to company performance)
* Supportive & friendly team
* Contribution towards nursery fees
* Pension
* Growing business with opportunity for career progression
* Two Company paid volunteer days per year
* Employee Assistance Program
* Perkbox employee discount scheme
* Company paid social events throughout the year
* Birthday, work anniversary, and Christmas gift vouchers
Target Professional Services are market leading global tracing and data verification specialists. We have provided innovative services to the pension and finance sector for over 35 years. We became an Employee Ownership Trust (EOT) in 2022.
Our company values - Respect, Passion, Integrity, and Innovation underpin everything we do. Our culture is supportive and friendly with good opportunities for career progression and personal development.
Our Vision - "Everyone connected to their pensions and savings. Securely, confidently, globally"
Our Mission - "By applying a unique blend of technology and customer focus, we provide agile solutions that deliver accurate data to the pensions and savings sector globally