Where you come in
- Answer client emails and calls about meetings, documents and invoices
- Book review meetings between clients and our advisers
- Track which figures and documents each client still has to send
- Log every request in the CRM and close it once it is answered
- Pass questions about the analysis to the right adviser, with the details attached
- A completed MBO-4 or HBO qualification, or a bachelor's degree
- Experience in customer service, client support, a front office or an office role
- Word, Excel and Outlook
- HubSpot, Salesforce or Zendesk
- Work at an accounting, legal or advisory firm
- 25 days' leave on top of Dutch public holidays, plus the 8% holiday allowance
- Employer-funded pension contributions
- A home-working allowance, paid monthly
- An annual training budget
- A company laptop and a home office set-up
Crownpoint Advisory, in London, advises owners, boards and commercial and finance teams on pricing, portfolio, investment and transaction decisions. Each assignment looks at the customer response a proposal assumes and the capacity or capital it would commit.
