Account Manager

at  PLATFORM ONE LTD

ABOUT US

Platform One is an infrastructure provider to the wealth sector. We provide services such as custody, brokerage, pensions and technology to IFAs, wealth managers, investment managers, family offices and much more. One of our core offerings is an investment platform service, designed to deliver a secure, high quality investment platform for the UK and International marketplace. The service enables advisers and managers to consolidate and manage all their clients investments in one place. We also licence enterprise technology to the sector, integrating with their existing ecosystem allowing both Platform One and our clients to grow together.
Our mission is to transform the infrastructure that underpins the world of investments and advice. We are growing to be the leading provider of infrastructure to the investments and adviser community. Our new platform model is devoted to championing automation and unrivalled user experience. We have a team of wonderful go-getters, located in the UK and in the Philippines.
At Platform One we focus on delivering good outcomes for our customers by acting in good faith, supporting our customers to pursue their financial objectives and avoiding causing foreseeable harm. Training is provided by Platform One to give an understanding of Consumer Duty and how you can embrace this by meeting our own internal standards, values and behaviours, resulting in an excellent service being delivered to our customers.

SKILLS & QUALIFICATIONS

• At least 2 years experience in Financial Services is desirable
• At least 2 years experience in sales is required.

ABOUT THE ROLE

Asthe Account Manager you will maintain and grow relationships between PlatformOne and our clients, ensuring outstanding customer service and clientsatisfaction. You will develop account plans, manage client relationships anddeliver proposals, whilst achieving an assigned sales and profit growth goal. Youwill interact with clients through a combination of telephone, email,presentations and face-to-face meetings.

YOUR KEY RESPONSIBILITIES:

• Communicating to clients clearly and addressing their concerns and resolving any conflicts that arise.
• Acting to deliver good outcomes for our customers by following the Consumer Duty rules and guidance set by the FCA and our own internal core values and behaviours.
• Raising clients, business concerns and needs to our management team
• Negotiating and closing business contracts with existing and new clients
• Preparing and presenting business and account updates to our management team and clients
• Monitoring the budget of the client, explaining the costs or expenditures and discussing new terms if necessary
• Following up with clients to ensure they are satisfied with Platform Ones products and services
• Contributing information to sales strategies by assessing current product results, monitoring competitive products, assessing needs to be filled and analysing client reactions.
• Retain client volume, sales & profitability through proactive stewardship of the firms relationship with client accounts
• Penetrates accounts by:
• Selling new or additional products or services to existing clients and/or
• Finding additional buyers with the existing customer location and/or
• Selling additional client locations.
• Call upon others to assist in solution development and proposal delivery, as needed, or as directed by management.
• Proactively assist with the management of client satisfaction and service delivery by anticipating potential service problems, and monitoring satisfaction.
• Manages clients transition from the Business Development team during customer implementation.