Sales and Client Relationships Coordinator

Description:

• Responsible to oversee the research, design and creation of client-related presentations used by CREs including the pension committee, business update, new project launch, etc.

• Prepares, prints, and collates custom and template PowerPoint presentations for CREs and RDBDs

• Provides support for sales initiatives. Includes proposal preparation – research (internet and other media), sales presentation slides and accompanying documents, assembly and preparation for delivery

• Performs research to produce standard reports and/or statistics (e.g. Internet and Call Centre statistics, Investment information etc.)

• Prepares Excel spreadsheets from researched data and exports in a client friendly manner

• Handles requests for information associated with client-related projects independently; both for existing clients and new business opportunities

• Provides guidance and assistance to clients, advisors and consultants by responding to general inquiries when CREs or RDBDs are not available, including client access and password resets to the web

• Prepares and executes general mailings to clients, consultants and advisors, as required

• Knowledge expert and peer reviewer to the CRM On Demand tool; works with the Best Practices team to establish and implement best practices while helping to maintain data integrity

• Participates in event planning and assists the Manager, Events and Projects in associated production activities