Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Client Services Assistant FO

Punter Southall Group Limited
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

DESCRIPTION OF RESPONSIBILITIESThis role is responsible for the ownership of core administration or processing activity for the team, with little supervision. Contributing to the provision of excellent and efficient investment administration service to clients and discretionary investment managers. Expert knowledge in the service offering that Punter Southall Wealth provides its clients and has the ability to volunteer to participate in firm wide projects and tasks.Responsible and accountable for all tasks, in particular:General

  • Address and answer client, intermediary and senior management queries
  • Assist with answering telephones, general administration, filing and post
  • To have read and to demonstrate good understanding of internal company procedures and processes, with the ability to challenge such procedures in a constructive way in order to contribute to the continual development of the client service function
  • Assist with client and adviser queries in respect of the client portal undertaking training to ensure a good understanding of the available functionality and in order to assist clients / advisers with trouble shooting
  • Assist the with the collation and distribution of valuations, tax packages and general mailshots to get the job done’
  • Undertake projects or duties provided by the investment managers or client service delivery team from time to time
    • Administration and 1st Line defence activities
  • Co-ordinate and manage the new business and client on-boarding for the team with an excellent understanding of the types of accounts and the documentation that is required for each account type
  • Following up with clients, intermediaries and service providers when documentation is delayed or outstanding
  • Perform Anti Money Laundering checks ensure that AML documentation is certified and verified in accordance with company procedures
  • Manage the transfer of client assets for transfers in and out in accordance with company procedures and following up when valuations and transfers are delayed
  • Creation and maintenance of client records in Xplan with meticulous attention to detail and in accordance with company procedures.
  • Assist the discretionary managers with annual suitability review for their clients.
  • Instruct withdrawal requests for clients and service providers, ensuring that the correct level of authorisation has been received from the account owner and signatures are verified
  • Monitor the daily cash report to identify and alert the team to new money in, to check the status of the previous day’s BACS and CHAPS payments and cash transfers out, to look for, and to alert the team to debits that arise in client portfolios so that they can take remedial action. To be alert at all times to client debits that could be a result of trading errors, raising awareness within the team to ensure that immediate action can be taken.
  • Manage the complexities involved with the administration of deceased clients and changes to SIPP administrators in accordance with company procedures
  • Assist with the creation of client meeting packs, pitch and proposal documents and ad-hoc performance data for client meetings
  • Ensure record keeping is of the highest standard and all client documentation and correspondence is held against the client record in Xplan.
    • Supervision and mentoring
  • Create and maintain a positive and professional environment, ensure seamless communication and adherence across the team to all policies and procedures
  • Organisation of workload to ensure that there is a good level of awareness in respect of ongoing or outstanding tasks to help to provide consistency of administration across the desk
  • Actively motivate and encourage more junior members of the team
  • Assist the Client Service Assistant Manager with the continual development of the Client Service Delivery function
    • Relationships with advisers
  • Update Xplan with details for intermediaries and record the team’s prospect and pipeline data with meticulous attention to detail to ensure the most accurate pipeline figures are reported by the team.
  • Assist IFAs in completing forms and deal with general administration queries
  • Understand the process for setting up legal agreements with intermediaries and the types of relationships Punter Southall Wealth has with them
  • Assist in the maintenance and distribution and communications in respect of adviser charges
    • KEY SKILLS REQUIRED
  • A self-motivated approach to professional and personal development
  • Approachable and the ability to listen and follow instructions, procedures and assimilate information quickly in a consistent and accurate manner
  • Proactively take ownership and responsibility for own workload
  • Enthusiastic, positive and flexible approach to work pressures
  • A high degree of accuracy and attention to detail both written and numerical is required in order to perform their duties
  • Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and over the telephone
  • Able to work as part of a multi-disciplined team with a positive can do’ attitude
  • Good analytical and problem solving skills, capable of anticipating, resolving and owning problems through to resolution
  • Able to recognise the need for a customer focused approach to their service delivery both in terms of quality and exceeding customer expectations
  • Forming successful professional relationships both internally and externally
  • Always seek ways of improving quality, service delivery and efficiencies in processes and procedures and contribute to the success of the client service delivery team
  • Excellent organisational and time management skills and the ability to work in advance of deadlines and prioritising multiple tasks

    • APPLY NOW

    Client Services Assistant FO Related Jobs

    © 2019 Naukrijobs All Rights Reserved