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Client Services Associate Wealth Management

Aggregator Network
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

  • Communicating with clients on a day to day basis, taking detailed and accurate telephone messages and closely monitoring emails
  • Keeping the team informed at all times of client requests to ensure they are actioned in a timely manner
  • Ensuring client communication adheres to the firms standards
  • Undertaking electronic client filing: daily scanning and filing of all correspondence, and tracking client emails and telephone calls using CRM
    • Other daily responsibilities:
  • Client payments and receipts using Symphony and CRM
  • Opening and closing client accounts - liaising with Operations, Compliance & Tax
  • Supporting client activity on the investor portal, including proactive monitoring of activity and responding to service requests
  • Adhoc mail merges
  • Suitability Assessments - ensuring all deadlines are met
  • Booking of client meetings and lunches
  • Client Mood spreadsheet - completing in a timely manner each month
  • Producing client presentations
  • Producing adhoc client valuation and tax reports
  • Coordinating the teams daily CRM tasks
  • Inbox management across the team
  • Management and proactive coordination of the Investment Directors schedule on a daily basis
    • Quarterly Valuations - managing the process, ensuring all valuation reports are sent out by compliance deadline:
  • Producing the mail merge
  • Cross checking figures
  • Liaising with the valuations team
  • Collating reports and letters to be sent out
  • Scanning and filing client letters
    • OtherTo the extent not already covered:
  • Anything else that may be reasonably requested.
    • Personal skills, knowledge and talentsAptitude and talentsCore competencies
  • Demonstrate self-awareness and emotional intelligence
  • Demonstrate honesty and integrity
  • Value and respect the contribution of others
  • Maintain high standards of accuracy, demonstrating the initiative and self-discipline to work on your own and take responsibility for output
  • Demonstrate enthusiasm, drive and commitment
  • Absolute focus on client service
    • Skills, knowledge, experience and qualifications
  • High standard of IT literacy (MS Office, especially Word, PowerPoint, Excel)
  • High standard of oral and written communication
  • Strong attention to detail and accuracy
  • Excellent at multi-tasking and prioritising, with the ability to deal with high volumes of work
  • Self-disciplined and exceptionally organised
  • Prepared to accept responsibility and take accountability for own actions and behaviours
  • Set high standards for own work
  • Build trust and credibility through honouring commitments
  • Demonstrate an attitude of care and consideration towards others
  • Bring energy and enthusiasm to working, with a positive and friendly attitude

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