Client Relationship Executive

Vox Financial Partners, City of Westminster

Client Relationship Executive

Salary not available. View on company website.

Vox Financial Partners, City of Westminster

  • Full time
  • Permanent
  • Remote working

Posted 1 week ago, 9 Dec | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 744ade6146fd4b3aa06deca5b86f3252

Full Job Description

We are currently looking for a Client Relationship Executive to help drive our rapid growth. Treliant Client Relationship Executives are responsible for building and maintaining solid relationships with an assigned set of the company's key clients to drive opportunity identification, pipeline development and signings for all of our business units and across all of our solutions, as appropriate., While the scope of each project may be different, your duties & responsibilities may include:

  • Developing and maintaining a relationship heatmap for all assigned accounts
  • Developing and sustaining solid relationships with all assigned accounts
  • Developing a thorough understanding of each account's needs and requirements and use that information to identify opportunities for the business units
  • Acting as the main point of coordination between assigned accounts and internal teams
  • Compiling reports on progress against building relationships, how that is translating into pipeline growth and how that pipeline is migrating into signings

    Bachelor's degree in business administration, finance, sales, or related field
  • 5+ years of proven experience working in the risk, compliance and financial crimes advisory industry with proven, recent experience in an account management role focused on the accounts to be assigned
  • The ability to build rapport with senior buyers at accounts, especially in a remote work environment
  • The ability to handle multiple accounts simultaneously
  • Strong negotiation and leadership skills
  • Exceptional listening and communication skills
  • Strong interpersonal skills, with good relationship building and engagement skills
  • Proficient in all Microsoft Office applications as well as CRM software (Dynamics a plus)

    To be successful as a Client Relationship Executive, you should be able to develop a relationship heatmap for each assigned account, utilize the heatmap to rapidly develop meaningful relationships where they do not exist or are not strong enough, listen carefully to determine the client needs in areas where Treliant offers services and solutions, involve the business unit SMEs in pursuing the identified opportunities in an efficient and timely manner, collaborate effectively with the business units on RFPs, proposals and client sales meetings, and help to drive sales to a close.
  • Treliant is a global consulting firm serving banks, mortgage originators and servicers, FinTechs, and other companies providing financial services. We are led by practitioners from the industry and the regulatory community who bring deep domain knowledge to help our clients drive business change and address the most pressing compliance, regulatory, and operational challenges. We provide data-driven, technology-enabled advisory and consulting, implementation, staffing and managed services solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients. Founded in 2005, Treliant is headquartered in Washington, DC, with offices across the United States, London, Belfast, Northern Ireland and Łódź, Poland. For more information visit . Treliant is committed to fostering a diverse, equitable and inclusive environment that values and embraces all races, religions, ages, abilities, gender, sexual orientations, ethnicities, languages, nationalities, political parties, socioeconomic groups and other characteristics that inform an individual worldwide view and experiences and systems of beliefs ("the principles"). We believe in championing every voice and ensuring everyone's full potential.

    If you want to be part of a dynamic team of professionals, we invite you to join the team at Treliant. We invest in people, and challenge you to advance your career while achieving your aspirations and goals. Here at Treliant, we pride ourselves on our collaborative team culture, where we embrace diversity of thought and innovation. Career Development - We put an emphasis on personal and professional growth by providing all the training you'll need to become a highly skilled Treliant consultant. Programs cover Finance, Regulatory, Technology, and Operational aspects of investment banking. Clients - As a Treliant consultant, you will be working with some of the top clients in the financial services marketplace such as top tier Investment Banks. Our roles place you at the cutting edge of the projects on which you'll be working, and giving you the opportunity to learn from, work with and build relationships with the very best within those companies. Rewards - Treliant offers our permanent staff an excellent total rewards package, including competitive base salary, incentive schemes, flexible healthcare coverage and our company pension scheme. Core Values - Whether you are a Client or an employee, Treliant wants the best for you. All our relationships are based on our Core Values: Deliver Excellence, Constantly Innovate, Treasure Diversity, Be Nimble, Listen First, and Develop our People. Diversity & Inclusion - Treliant is committed to fostering a diverse, equitable and inclusive environment that values and embraces all races, religions, ages, abilities, gender, sexual orientations, ethnicities, languages, nationalities, political parties, socioeconomic groups and other characteristics that inform an individual worldwide view and experiences and systems of beliefs ("the principles"). We believe in championing every voice and ensuring everyone's full potential. Right to Work Treliant is not in the position to provide sponsorship for this current position and so applicants must be able to work in the United Kingdom without requiring sponsorship. Please note, Treliant receive a high volume of applications for all roles. While we will endeavour to respond to all applicants, this is not always possible. Should you not receive a response to your application within 2 weeks, it is likely that you have been unsuccessful on this occasion. However, we would like to retain your details on our systems and may contact you should another potentially suitable vacancy arise. Treliant LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, colour, national origin, sex, sexual orientation, genetic information, religion, age, disability, or military status in employment or provision of services. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office so that proper arrangements can be made.

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