• Processing transfer paperwork & requesting transfers using Altus
• Liaising with ceding schemes, chasing transfer updates and ownership of updating internal transfer dashboard
• Liaising with fund managers
• Allocating assets/funds to client accounts.
• Producing transfer-related MI to management
• Calculating of cash required for fees payable.
• Client & Adviser log-in information - new log-on information or reset
• Processing documentation to enable changes to income/withdrawals, premiums, and funds to be arranged and processing the requested changes.
• Attaching all correspondence to client record for a complete audit trail.
• Processing any change to client details and liaising with product providers.

Skills: Transfer Paperwork Management, Stakeholder Communication, Asset Allocation, Management Information Systems, Financial Calculations, Account Access Management, Documentation Processing, Audit Compliance

• User activity tracking and reporting of user activities
• Reporting of user activities with partnering departments
• Telephone and e-mail support to internal and external customers
• Enrichment and updating of user databases
• Partner with the Customer Success team to provide consultation and solutions to poor performing accounts
• Conduct metric reviews for new and existing accounts to analyze training and development needs.
• Report to the Order Desk Team Leader.
• Responsible for the processing and follow-up of orders, preparing invoices.
• Responsible for the review of contracts (cancellations, renewals, changes).
• Communicate with the customer, as well as between the various internal departments - sales, order desk, production planning, support.

Skills: Data Analysis, Cross-Departmental Collaboration, Customer Support, Database Management, Account Management, Performance Metrics Evaluation, Order Processing, Contract Review

• Ensure accurate completion of onboarding documents
• Arrange/track samples following instruction provided by Sales team
• Liaising with internal departments to ensure efficient sharing of information for new school partners utilising frameworks provided
• Setting up of new schools and items on CRM system
• Filing of all relevant documentation and approval evidence
• Building pricelists and website utilising company CRM/ERP system
• Track and chase new visual/sample requests
• Maintenance of new product information on the website for new schools
• Adding key onboarding timeline/reminder dates to Sales team diary
• Attend meetings alongside the Sales team where required to provide administrative support

Skills: Onboarding Document Accuracy, Sample Arrangement and Tracking, Internal Liaison, CRM System Setup, Documentation Filing, Pricelist and Website Management, Visual/Sample Request Tracking, Product Information Maintenance

• Be responsible for providing new partner literature/onboarding documents to schools and track receipt of completed documents, keeping the Sales team updated on such communications
• Organising dressed mannequins/ pricelists/ sizing sets for open days/evenings
• Prepare samples with attached approval labels, send them to schools and track receipt for quality control use
• Developing electronic onboarding literature for advertisement of new partnerships and working with marketing team to bring together timeline of new partnership announcement
• Developing electronic case study documentation and producing supporting documentation and PowerPoint presentations for new tender pitches following a brief set out by Sales team. 
• Follow up successful onboarding of clients to gain quotes/testimonials/case study evidence for use within company documentation
• Proactive in suggesting alternative ways to present/showcase information using electronic/online channels
• Help to find new solutions for existing processes.
• Carry out testing of new set ups of processes and products in test environment.

Skills: Partner Onboarding Management, Literature and Document Tracking, Quality Control Coordination, Marketing Collaboration, Case Study Development, Client Onboarding Follow-Up, Process Improvement, Product and Process Testing

• Provide customer support Salesforce queries of the Client's aerospace civil and military products in the domain of technical publications / data and technical support.
• Represent the company as required in its relationships with major aftermarket customers and ensure that contacts are maintained at the appropriate levels throughout the customer base
• Acts as the point of contact for all the Client's technical data technical support related queries from the customer community
• Ensure the key functional areas are receiving appropriate reports to comprehend query volume, affected products and customer satisfaction.
• Increase knowledge database with actual customer queries to build a reliable source of information, which can be used to streamline the processes
• Ensure case management complies with the Client's trade compliance and export control policies.
• Aiding the implementation of a world-class Customer function, and developing the processes, tools, skills and KPI's required to drive performance improvements to aid both the regional sales model and product-based Divisional model
• Create an environment where high levels of customer advocacy and customer excellence are the standard expectation
• Manage the queries within the Salesforce CRM
  

Skills: Salesforce CRM Management, Technical Data Support, Customer Query Resolution, Aftermarket Customer Relations, Report Generation, Knowledge Database Management, Trade Compliance, Customer Advocacy Development

• Experience in customer service or sales organization environment 
• Strong attention to detail and customer focus.
• Ability to handle pressure situations and problem resolution autonomously.
• Strong written and verbal communication skills, including active listening and diplomacy 
• Intermediate or Advanced Microsoft Office skills demonstrated ability in Excel and spreadsheet programs.
• Oracle ERP experience 
• Plumbing product knowledge and channel experience
• A professional telephone manner
• Excellent English communication skills
• Enthusiastic and eager to learn new skills in a changing environment
• Demonstrable Customer Service experience, ability and qualities in handling sales, product, and general enquiries in a business-to-business environment.

Qualifications: BA in Public Relations with 2 years of Experience

• A good understanding of and an ability to competently explain “existing business” processes
• Ability to process individual policyholder/trustee Extranet registrations
• Can produce in-force illustrations 
• Ability to produce chargeable event calculations
• GCSE (or equivalent) grade C or above in English and Maths
• Experience In Financial Services
• Good working knowledge of Microsoft Office applications (Word, Excel, Outlook)
• Ability to draft letters/fax
• Experience in a customer-facing administration role
• Attention to detail and excellent record keeping. 
• Strong verbal and written communication skills.

Qualifications: BA in Marketing with 1 year of Experience

• Experience working in a manufacturing operation in a Sales support or customer support role.
• Knowledge of the aviation industry is a plus, preferably a basic understanding of avionics products and pricing for commercial and military aviation markets.
• Strong PC skills including, but not limited to, MS Word, Excel and MRP.
• Strong ability to handle multiple priorities including managing face to face communications while also using phone, fax and email communication.
• Strong problem solving skills using appropriate judgment.
• Knowledge of and desire to learn and implement process improvement initiatives.
• Must be able to work in a team environment.
• Excellent and positive telephone manner and the ability to communicate well both internally and externally
• Previous experience in office administration
• Ability to multi-task, prioritize and manage time effectively.
• Strong phone contact handling skills and active listening.

Qualifications: BA in Business Administration with 2 years of Experience

• Have previous experience in sales administration, supply chain or a similar role
• Experience in B2B sales, ideally in healthcare
• Fluent in English, German and/or French
• Can keep high activity and motivate yourself
• Have a positive, candid and can-do attitude
• Have exceptional interpersonal and customer service skills
• Have advanced knowledge of administrative recordkeeping
• Familiar with sales reports and sales records
• Proficient with word processing and spreadsheet software
• Have excellent written and verbal communication skills
• An ability to handle customer complaints, provide appropriate solutions and alternatives within the time limits.

Qualifications: BA in Communication with 3 years of Experience

• Prior work experience in marketing or sales activities is an added advantage.
• Good communication skills in English and a high level of attention to details.
• Ability to multi-task and manage conflicting priorities.
• Knowledge of Letter of Credit, Customs regulations, Form D, and COO documentation.
• Strong computer skills in Microsoft Office and internet applications.
• Possess excellent interpersonal skills.
• Must be multi-lingual with proficiency in English and Mandarin plus conversant in BM.
• Ability to think independently and make decisions applicable to the success of the customer and the team
• A strong sense of professionalism and discretion
• Great organisation and planning skills

Qualifications: BA in Information Technology with 2 years of Experience