Assistant Account Manager
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Connells Survey and Valuation Ltd is a Chartered Surveying and panel management company that provides residential mortgage valuation and survey services to the majority of the UK's mortgage lenders and their customers. The business employs over 500 staff (including 330 chartered surveyors), panel managing around 300,000 valuation and survey instructions nationally per annum for a variety of B2B clients including leading Banks, Building Societies and B2C customers.
You will be responsible for supporting the Account Managers in the Client Services team with the delivery of a professional account management interface between Connells Survey and Valuation and its clients and panel managers, liaising internally with the senior leadership team, divisional and area directors, surveyors and central support teams. Externally, liaison will be with directors, managers and representatives of Connells clients or panel managers acting on behalf of Connells clients. We are looking to develop someone in to this role and offer great progression opportunities and formal qualifications.
To achieve this you will:
- Support the Account Managers to provide an effective interface with the clients
- Help to build and maintain strong relationships with client stakeholders at all levels to ensure clear lines of communication and escalation are established
- Help to establish an advance diary of periodic review meetings to satisfy strategic, operational and technical requirements
ROLE PROFILE
- Support with organisation of, attendance at and proactive participation in periodic client strategic, operational and technical review meetings
- Support with pre meeting planning and preparation to ensure mutually agreed meeting agendas and previous meeting minutes are distributed in advance
- Liaise with internal and external stakeholders as necessary to ensure any actions arising are addressed and resolved prior to next periodic review meeting or a clear delay reason is established and a completion plan is in place
- Support the Account Managers with first line contact to manage and resolve client queries and issues in a professional and timely manner engaging with internal stakeholders, administration teams and external suppliers in order to do so
- Liaise with Technical Directors to ensure timely updates to Valuer Guidance Notes in respect of any legislative, regulatory or client operational changes
- Support Account Managers with provision of consultative services by engaging with 3rd party suppliers, internal and external stakeholders to deliver lender systems integration to clients' requirements
- Support a continuous improvement programme to maximise client engagement and benefit
- Contribute to the further development and extension of the Client Services function
- Support the Client Services team developing new business relationships and initiatives
- Contribute to and participate in client entertainment programmes
PERSON SPECIFICATION
- Knowledge of the residential housing sector and UK lending industry and associated mortgage valuation and surveying services
- Experience working in a business/office environment
Skills & Competencies
- Excellent written and verbal communication skills
- Ability to build and maintain highly effective working relationships
- A commitment to team work and working in a collaborative manner
- Good organisational skills, with strong attention to detail
- Ability to work to a high standard under pressure and ensure deadlines are achieved
- Structured planning and time management - managing projects in a timely manner is essential
- Ability to manage and prioritise own workload and work on own initiative