Wealth Investment Support Specialist providing essential operational support to affluent investment clients. Responsible for relationship management, client record maintenance, and administrative support for the wealth management team.
About the role
- Customer Care Assistant at Lincoln Electric managing client interactions and order flow. Focused on ensuring compliance with sales and delivery metrics while maintaining confidentiality.
Responsibilities
- Assist customers, sales representatives, and vendors to facilitate the completion of sales
- Receive orders via email/customer portal and critically review them, verifying compliance with current commercial criteria and/or those presented in the proposal (recent purchases, payment terms, carrier, delivery lead time, tax treatment)
- Verify customer registration information and gather documentation for new customer registration or updates when necessary
- After critical review of the order, register it in SAP and release it to the Distribution Center
- Check orders blocked due to credit or stock issues; investigate the causes of the block and identify solutions to release the orders
- Monitor the entire sales process through to delivery to the customer, ensuring agreed deadlines and compliance with Fill Rate & Promise Date indicators
- Attach all backups of quotations, negotiations, and orders in SAP
- Maintain confidentiality of Sales information, not sharing such information with other departments or external parties outside Lincoln Electric
- Create dashboards and update sales management reports.
Requirements
- Minimum desired education: completed or pursuing a university degree in administrative studies or related fields
- Knowledge of SAP and Excel is a plus
- Experience in commercial/sales or customer service roles
Benefits
- Health insurance
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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