Client Services (Wealth Management)
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| Job Type | Permanent |
| Area | East Anglia, UKSouth East England, UK |
| Sector | Financial ServicesCustomer ServicesRelationship Manager |
| Salary | Up to £40k plus bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12708 |
| Job Views | 8 |
- Description
- Client Services (Wealth Management)
Up to £40k plus bonus and benefitsHybrid working Available!
Niche Investment House based in Cambridge wishes to recruit a Client Services Administrator to join their Investment Operations Team. Must have experience working in a similar role in Financial Services, the Investment or Wealth Management industry
Duties to include:- Acting as the first point of contact for clients and their intermediaries. This includes attending client meetings and managing discussions regarding client administration matters and client experience.
- Managing the client life cycle process to ensure an efficient client experience. Tasks include - Onboarding, Transfers, Payments, Account amendments and data maintenance, Reporting and Closures), and preparing the relevant literature and presentations for client review meetings.
- Taking ownership and remaining accountable for all client administration tasks undertaken.
- Acting as the main liaison between the Investment Management team and the Operations team and ensures all parties are kept up to date with progress.
- Understanding client suitability requirements and producing suitability reviews for prospective and existing clients.
- Building and maintaining good relationships with the Investment Management team, taking responsibility for sharing knowledge and business updates with all those involved for maximum efficiency.
- Contributing to relevant company development by actively participating in projects and committees where required.
To be considered for this role it is essential that candidates demonstrate excellent communication and influencing skills with the ability to liaise with people at all levels.This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.