Client Engagement Executive
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, and a competitive salary and range of benefits. This role will be based in our Bromsgrove head office 5 days per week.
Client Engagement Executives (CEE’s) are responsible for generating leads as a result of marketing activity across the business. You will be part of a growing team, handling customer calls both inbound and outbound. Candidates should have an outgoing and positive demeanour, a good work ethic whilst working with others in a team environment.
As our Client Engagement Executive you will typically:
1. Managing large amounts of calls as a result of marketing activity both inbound and outbound
2. Following communication scripts in accordance with FCA compliance
3. Identifying customer needs
4. Maintain professional relationships with all lead taking advisers ensuring a fair distribution
5. Maintaining accurate records of all customer conversations recording them against the internal CRM
6. Meet targets in terms of quality of conversations
7. Attending...