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For Companies At a Glance
- Tasks: Be the go-to person for client queries and ensure top-notch service.
- Company: Join Tanager Wealth Management, a leader in financial planning and investment solutions.
- Benefits: Enjoy career development opportunities in a supportive and friendly environment.
- Why this job: Build a rewarding career in wealth management while making a positive impact on clients' lives.
- Qualifications: Numerical skills, attention to detail, and strong interpersonal abilities are essential.
- Other info: This role offers a chance to work closely with both UK and US-based financial advisers.
The predicted salary is between 30000 - 42000 £ per year.
Are you numerical, with excellent attention to detail and great interpersonal skills? Tanager Wealth Management is an innovative provider of financial planning and investment solutions. We seek a committed individual who is passionate about client service and working with clients in their best interests.
Opportunity
We have an exciting opportunity within our wealth management client service team, working closely with our clients and UK & US-based financial advisers to ensure positive client outcomes. We seek an individual committed to building a career in wealth management. We are a growing company and offer excellent opportunities for career development in a supportive and friendly work environment.
About the Role
Acting as a primary contact for client queries, overseeing the client onboarding process, and ensuring the delivery of exceptional client service, this role requires high efficiency and accuracy in daily tasks.
Key Responsibilities:
- Submitting new business to custody platforms
- Monitor and oversee the transfer of client assets
- Back-office system management
- Record keeping and audit trail management
- Carry out service requests for clients
- Maintaining compliance data and records
- Develop and maintain relationships with internal and external teams
Client Service Associate employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Associate
✨Tip Number 1
Familiarise yourself with the financial planning and investment solutions offered by Tanager Wealth Management. Understanding their services will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the company.
✨Tip Number 2
Highlight your interpersonal skills by preparing examples of how you've successfully managed client relationships in the past. This will show that you can effectively communicate and build rapport, which is crucial for a Client Service Associate.
✨Tip Number 3
Research common client queries and challenges in wealth management. Being knowledgeable about these issues will allow you to showcase your problem-solving abilities and readiness to assist clients effectively.
✨Tip Number 4
Network with professionals in the wealth management industry, especially those who work at Tanager Wealth Management or similar firms. Building connections can provide valuable insights and potentially lead to referrals for your application.
We think you need these skills to ace Client Service Associate
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Client Service Associate position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Skills: Emphasise your numerical abilities, attention to detail, and interpersonal skills in your CV and cover letter. Provide specific examples of how you've demonstrated these skills in previous roles or experiences.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for client service and wealth management. Mention why you are interested in Tanager Wealth Management and how you can contribute to their team.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Click To Hired
✨Showcase Your Attention to Detail
As a Client Service Associate, attention to detail is crucial. Be prepared to discuss examples from your past experiences where your meticulous nature helped avoid errors or improved client satisfaction.
✨Demonstrate Your Interpersonal Skills
This role involves working closely with clients and financial advisers. Highlight your communication skills and provide examples of how you've successfully built relationships in previous roles.
✨Understand the Wealth Management Industry
Familiarise yourself with the basics of wealth management and financial planning. Showing that you have done your homework will impress the interviewers and demonstrate your commitment to the field.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific client situations. Think through potential scenarios related to client onboarding or service requests, and be ready to explain your approach to ensuring positive outcomes.
