Client Relations Executive

Richmond, London

Welcome to Whiskey & Wealth Club.

We are a dynamic and rapidly growing alternative investment company, who specialise in innovative investment strategies that leverage data-driven insights to generate exceptional returns for our clients.

Here at Whiskey and Wealth Club, we look for people who are driven, self-starting and want to be part of something special.

We are looking for a Customer Success Executive to join our team in our Richmond office. You will work with both our independent clients, and external suppliers to ensure each has a positive experience on their journey with us.

This role is a new role with us, a mixture of customer support and sales. Working with both the customer service lead and sales director, you will manage inbound communication from our client base, while also spotting sales opportunities with our independent investors.

• Represent the brand in a professional and personal demeanour 
• Ensure all client and customer communication/requests are acknowledged and actioned promptly
• Convert client exit requests into resumed investment
• Updating and maintaining the CRM to ensure all clients are kept up to date
• Client Marketing: Newsletters, Events

You will need to be comfortable communicating with potential clients across all formats, but especially comfortable on the phone. You will also ideally have sales experience.

• Excellent interpersonal and communication
• Commercial awareness and industry trends
• Planning and organisational skills
• Time Management
• Experience with a multitude of CRMs (valued, not necessary)

For any queries or comments, please contact careers@craftdistillinggroup.com