Account Executive

  • Full Time

Role Description

The Account Executive will manage various aspects of the Client’s account and will need to respond to their needs and objectives. A key requirement of the role is to develop and maintain positive and successful Client relationships. Frequent communication is needed to ensure Clients are happy with the service and where relevant, are encouraged to sign up to a higher search package and/or the enhancements to the SmartSearch Platform. A strong understanding of the Anti-Money Laundering regulations and what clients need to be doing to be compliant will need to be developed. A high level of customer service must be extended to all clients at all times with excellent attention to detail applied to all tasks.

Duties and Responsibilities

  • Telephoning and liaising with clients to discuss their account and answer queries
  • Writing client contact reports and recording upsells
  • Undertaking administration tasks
  • Organising set up and conducting training
  • Audit reports
  • Client Support Queries including, address, input, result, pricing and usage queries
  • Explaining and interpreting alert emails
  • Management of retro upload
  • Demonstrating developments
  • Upsells/Cancellations
  • Liaising with, and acting as the link between, the client and SmartSearch by maintaining regular contact, ensuring that communication flows effectively
  • Developing client relationships to create loyal, happy customers

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