Junior Client Service Associate

Job Description

The Client Services Manager will develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms instructions efficiently, getting them right first time and focus on personaldevelopment and initiatives that continually improve the clients service to advisers..Client DetailsAn award-winning investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional service for a modern, efficient way to manage client investment portfolios. They provide a wide range of financial planningtools and comprehensive reporting, alongside an extensive range of investments and tax efficient wrappers to make the management of portfolios as easy and efficient as possible..Description Answering calls from adviser firms and their clients promptly, providing them with high quality service. Aiming to supply all the information needed on the first call efficiently and accurately. Carrying out instructions received via post and e-mail within the agreed time-scales. Prioritising and managing your workload throughout the day. Responding to queries from clients, advisers and colleagues in a timely manner. Quality checking your work and that of your colleagues to ensure we achieve our goal of "right first time". Adhering to all processes and deadlines ensuring our service is consistent and the business is compliant with FCA regulations. Understanding the risks and governance requirements for the group and adhere to the controls in place, flagging and escalating risks and errors that you find. Demonstrating flexibility to be able to work in other departments at short notice. Including our on boarding team, document management and alternate regional teams. Being alert to fraud attempts and take care to safe-guard our clients investments and data. Developing and managing relationships with the financial adviser firms based in the region of the UK assigned to your team. Giving feedback to Advisers and their Clients to help them utilise the company in the best way for their business. Owning and managing relationship with a small number of key adviser firms. Understanding the different business models of the Adviser firms that you manage. Providing training and support via phone to financial advisers and their staff in order to develop their understanding of the client and the clients services. Being able to work with our sales and adviser support teams so that relationship development is seen as a whole company activity. Resolving complaints and errors quickly, sensitively and accurately. Building and maintaining mutually-beneficial relationships with colleagues across the company to ensure the clients get the best possible service.Profile

• Minimum of 6 months financial services experience
• Minimum of 6 months experience in client facing role
• Experience of providing direct service to financial adviser
• Ability to prioritise workload efficiently
• Ability to work effectively under pressure
• Excellent communication skills, both written and verbal
• Excellent attention to detail
• Ability to work as part of a team to achieve targets and improve
• Ability to innovate
• Ability to demonstrate initiative
• Ability to train and mentor

Job OfferSalary - £30KLocation - City of LondonFull benefits packageHybrid working

Keyskills :
AdminBack OfficeClient ServicesCustomer ServiceCustomer SupportFinanceFinancial ServicesInvestmentsMiddle OfficeOperationsLondonClient SupportClient Services Manager