This is a great opportunity to join a Client and Finance Department within an international financial and corporate services consultancy as a CRM on a remote basis. Ideally, you will be based in the UK or Europe and happy with the fully remote work option. The role reports to the Head of Treasury.
Role value is to ensure the transaction, communication with the client and the back office, and a timely transfer of information. The goal of the role (end result) is to ensure a closed transaction, making a profit from the sale of the company’s services, a satisfied client who will return for services.
Responsibilities
Communicate with the group’s clients online on all issues that arise regarding current and planned operations, document flow, mutual settlements and other client needs. Maximum response speed in accordance with company rules. Includes:
- Support of key transactions
- Control of funds entering the account
- settlement operations, settlement of transactions (fixation of currency rates, calculation of interest)
- Transfer of information for entering into the payment register in the group in Bitrix
- Transfer of necessary information to the head of the treasury to complete the transaction (withdrawal amounts, crypto wallets, etc.)
- Monitoring the execution of the transaction according to the DATE (issuance, transit), fixing the exchange rate for the client, timely receipt of cryptocurrency, etc.
- Sending the client confirmation of the transaction (payment order, etc.), reminding the client about the stages of the transaction before its completion. Informing customers about new products
- Working with emerging issues at the bank’s requests, preparing/requesting documentation from the client, interaction with the legal department
- Checking and sending payslips to clients upon request, interacting with an Agora specialist and monitoring the relevance of client balances
- Transfer of information about completed transactions to the ‘Transactions’ group for timely entry of information about the transaction into Agora.
- Sale of existing products
- Introducing new products to customers
- Knowledge of customer needs in the market
- Spread the news and constantly remind about opportunities and products
- Weekly calls to clients to clarify customer needs.
- Processing customer requests for new transactions
- Receiving a request from a client and collecting complete information about the essence of the transaction to provide to the head of the treasury
- Checking the details of companies sent by clients to complete a transaction
- Providing the Head of the Treasury with systematized, concise information about the transaction and the results of the company’s audit with a proposal for the implementation of the transaction (details of our companies for receiving funds)
- Interaction with an accountant on transaction processing in terms of accounting· Interaction with the legal department to prepare documents for the transaction
- Formation of an offer to the client with provision of company details and other necessary information and documents for the transaction
- Receiving confirmation from the client about the transaction, transitioning the transaction to the status ‘Current transactions’
Measurable performance indicators are the following
- Percentage of orders that turned into deals
- No complaints from customers
- % for every great review
- Marginal income from transactions
- Performing tasks in the Bitrix system
Required skills
- Higher education
- Knowledge of English is at least C1
- Russian language skills
- Ideally based in the UK or Europe
- Bitrix 24 skills
- Organised, independent, emotionally balanced, flexible, attentive
- Self-organised, self-disciplined, able to work autonomously and willing to take responsibility, using a systematic approach to prioritise and complete responsibilities and assign tasks to the expected quality and deadlines
- Ability to overcome non-standard and difficult situations, perseverance in achieving goals
- Ability to analyse the current work model and make proposals to optimise processes/procedures Effective product portfolio management. Desire for professional and career growth within the company in the medium and long term
Job advantages
- Consists of salary and bonuses (implementation and participation of new practices, loyalty to the company/exceeding planned targets, length of service in the company)
- Remote working opportunity
- Flexibility
- Career progression
