Global Sales Assistant - EMEA
CLS Group
About CLS
CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day.
Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use.
CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market.
Our ambition to make a positive difference starts with our people. Our values – Protect, Improve, Grow – underpin everything that we do at CLS and define and shape a supportive and inclusive working environment in which everyone is encouraged to be open and forward-thinking.
Job Description |
March 2023 |
Employee |
| CLS helps clients navigate the changing FX marketplace – reducing risk and creating efficiencies. Our extensive network and deep market intelligence enable CLS specialists to lead the development of standardized solutions to real market problems. Our innovative, forward-looking products make the trading process faster, easier, safer and more cost-effective – empowering our clients’ success.
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Functional title | Global Sales Assistant | Location | London |
Level | 4 | Report to | Regional Head of EMEA |
Department | Product & Sales | No. of direct reports | N/A |
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Job purpose | |||
| The candidate will work within the Global Sales team as a Sales Assistant to the team globally but with a primary focus on EMEA, to help support sales in their day to day activities. They will assist the sales team in client services tasks for their client base alongside ensuring the efficiency and effectiveness of CLS’s CRM. This role is focused at alleviating the routine and annual tasks required from Settlement Members and clients as part of the CLS process alongside client data and pipeline maintenance and reporting. Assistance in data collection and supporting management reporting tasks.
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Essential Function / major duties and responsibilities of the job |
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Client Service • Support the Global sales team by resolving and responding to day to day client queries. Responsible for ensuring that all day to day issues are responded to and resolved in a timely and efficient manner • Coordinate responses from sales and/or follow up as required directly with clients to monthly, annual and ad hoc processes and documentation required by CLS of our Members and clients • Work with Business Management to support the global sales effort as required
CRM management and Reporting
• Day to day management of CLS’s CRM – GoldVision. Reviewing data to ensure consistency globally across: o Accounts o Contacts o Profiles o Opportunities • Responsible for maintaining an updated effective pipeline and providing management reporting as required • Responsible for developing and delivering incremental enhancements to the CRM that assist the sales process
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Experience / essential and desired for successful job performance |
· Prior experience in financial markets useful. Understanding of FX an asset. |
Qualifications / certifications |
| · Bachelor’s Degree desirable
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Knowledge, skills and abilities / competencies required for successful job performance |
| · Strong organizational and coordination skills · Excellent analytical skills · Solid familiarisation with Excel and PowerPoint · Ability to develop and maintain internal/external relationships · Team player · Ability to prioritise, schedule and work to deadlines – Task management · Language skills desirable |
Success factors / ‘How’. Personal characteristics contributing to an individual’s ability to excel in the position |
| Communication: · Ability to learn rapidly · Polite and personable · Excellent communication skills and able to build relationships · Excellent customer service skills · Excellent organizational skills and attention to detail · Positive outlook · Keen to succeed and goal orientated · Persistent, efficient and effective |
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Our commitment to employees
At CLS, we celebrate diversity and consider this to be one of our strongest assets. We are committed to fostering an environment in which everyone feels comfortable to be who they are, and inclusion is valued. All employees have access to our inclusive benefits, including:
- Holiday - UK/Asia: 25 holiday days and 3 ‘life days’ (in addition to bank holidays). US: 23 holiday days.
- 2 paid volunteer days so that you can actively support causes within your community that are important to you.
- Generous parental leave policies to ensure you can enjoy valuable time with your family.
- Parental transition coaching programmes and support services.
- Wellbeing and mental health support resources to ensure you are looking after yourself, and able to support others.
- Affinity Groups (including our Women’s Forum, Black Employee Network and Pride Network) in support of our organisational commitment to embrace and always be learning more about DE&I.
- Hybrid working to promote a healthy work/life balance, enabling employees to work collaboratively in the office when needed and work from home when they don’t.
- Active support of flexible working for all employees where possible.
- Monthly ‘Heads Down Days’ with no meetings across the whole company.
- Generous non-contributory pension provision for UK/Asia employees, and 401K match from CLS for US employees.
- Private medical insurance and dental coverage.
- Social events that give you opportunities to meet new people and broaden your network across the organisation.
- Annual flu vaccinations.
- Discounts and savings and cashback across a wide range of categories including health and retail for UK employees.
- Discounted Gym membership – Complete Body Gym Discount/Sweat equity program for US employees.
- All employees have access to Discover – our comprehensive learning platform with 1000+ courses from LinkedIn Learning.
- Access to frequent development sessions on a number of topics to help you be successful and develop your career at CLS.
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