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Client Services Associate / Client Support Executive

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

Job Description

Job Title: Client Services AssociateLocation: LondonSalary: CompetitiveJob Type: Full Time, PermanentThe Company has two core values - always strive to meet clients expectations while at the same time having a zero tolerance for treating clients unfairly, and always act with integrity, keeping the achievement of the right outcome for clients at the core of their responsibilities.The Role:This 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 the Company provides its clients and has the ability to volunteer to participate in firm wide projects and tasks.Main Responsibilities:

  • 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
  • Perform Anti Money Laundering checks ensure that AML documentation is certified and verified in accordance with company procedures
  • Update Xplan with details for intermediaries and record the teams 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
  • Produce accurate, professional end client documentation on a timely basis
  • Team work - assist and support the Client Service Delivery team to manage peaks and troughs of work load
  • Deliver excellent quality administrative support to the client, and the discretionary investment managers
  • Incorporating and ensuring adherence to the FCAs Treating Customers Fairly consumer and conduct risk requirements
    • The successful Candidate will have/ be:
  • 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
    • Please click on the APPLY button to send your CV and Cover Letter for this role.Candidates with experience of: Client Services Assistant, Client Support Administrator, Client Services Support, Client Support Assistant, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role. Required skills
  • Business Support
  • Client Support Administrator
  • Customer Support Advisor
  • Client Advisor
  • Client Support Executive
  • Client Services Executive
  • Client Services Support
  • Client Services Assistant
  • Client Support Assistant
  • Customer Delivery Executive

    • Keyskills :
    Business Suppt Client Suppt Administrat Customer Suppt Advis Client Advis Client Suppt Executive Client Services Executive Client Services Suppt Client Services Assistant Client Suppt Assistant Customer Delivery Executive

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