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For Companies At a Glance
- Tasks: Support Wealth Managers and deliver top-notch client service in a dynamic environment.
- Company: Join a leading FTSE 100 Wealth Management company with over £160bn in funds under management.
- Benefits: Enjoy a friendly culture, remote work options, and a robust training program for career growth.
- Why this job: This role offers a clear path to becoming a qualified Wealth Manager while working in a supportive team.
- Qualifications: Previous experience in Wealth Management, strong Salesforce skills, and a willingness to complete CII exams required.
- Other info: Based in central London with opportunities for professional development and a fun, sociable team atmosphere.
The predicted salary is between 15600 - 36400 £ per year.
Client Services Administrator
Location: London
Salary: £26,000
Contract: Permanent
Hours: Full-time
We are a fast-paced company that prides itself on our culture and we’re looking for a Client Service Administrator to join our friendly team. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out. We like to acknowledge hard work and commitment and celebrate our successes.
In the last 2 years, our company has grown by a third in terms of employees and currently has over £800 million in FUM (Funds Under Management). As well as offering a holistic approach to Wealth Management to our clients, we have a Financial Education division to our company as well as a Mortgages team who offer first class service to our clients.
The role will be office based with the opportunity to work from home, provided there is appropriate home working set up. The role is based in our Lombard Street office in central London.
The successful candidate will be provided with a work laptop.
The Role – Client Services Administrator:
This role naturally develops into our Associate Wealth Manager role and eventually leads to becoming a fully Dip qualified Wealth Manager with the aid of a robust Training and Development programme, as well as on the job training and client contact.
The position will require an enthusiastic and driven candidate to deliver first class support to our Associate Wealth Mangers and Wealth Managers. You must project a professional image and entrepreneurial spirit in both appearance and attitude and provide quality support on time to agreed standards.
Duties include but are not exclusive to:
- Updating Confidential Financial Reviews input/updating
- Letter of Authority processing and chasing
- Oversee incoming funds
- Complete fund switches and send fund switch letters
- Pipeline review
- Respond to Client Inquiries (Technical and administrative)
- Manage workflow through Salesforce and Business Trackers
- Manage Outsourced Letter of Authority Process
- Manage Outsourced Administrative processes
- Continuous development towards AWM role
The Person:
This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
You must have previous experience and must be strong in the following areas:
- Relevant experience in Wealth Management or Financial Services
- Willingness to complete CII exams
- Proficient in the use of Salesforce software
- High level of attention to detail & excellent organisation skills
- High standard of written & verbal communication skills
- Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills
- Keeps calm when faced with conflicting demands and handles these effectively
- Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
- Ability to work autonomously as well as working on shared goals as part of a team
- Manages time effectively with the ability to multi-task
St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £160bn.
Client Services Administrator employer: AAG Wealth Management
Contact Detail:
AAG Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Familiarize yourself with Salesforce, as it's a key tool for managing workflow in this role. Consider taking an online course or tutorial to boost your proficiency and demonstrate your commitment to mastering the software.
✨Tip Number 2
Highlight your experience in Wealth Management or Financial Services during your conversations. Be ready to discuss specific examples of how you've provided excellent client support in previous roles.
✨Tip Number 3
Showcase your organizational skills by preparing a brief plan on how you would manage multiple tasks effectively. This will illustrate your ability to handle conflicting demands and prioritize work.
✨Tip Number 4
Emphasize your willingness to pursue CII exams. This shows your dedication to professional development and aligns with the company's focus on training and growth within the role.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management or Financial Services. Emphasize your proficiency with Salesforce and any other software mentioned in the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your organizational skills, attention to detail, and ability to handle conflicting demands, as these are key attributes for the position.
Highlight Your Communication Skills: Since the role requires excellent written and verbal communication skills, provide examples in your application of how you've successfully communicated in previous roles, especially in client-facing situations.
Show Your Initiative: Demonstrate your proactive attitude by including examples of how you've taken initiative in past roles. This could be through process improvements, client interactions, or team collaborations.
How to prepare for a job interview at AAG Wealth Management
✨Show Your Enthusiasm for Wealth Management
Make sure to express your passion for the wealth management industry during the interview. Share any relevant experiences or insights that demonstrate your understanding of the field and your eagerness to contribute to the company's success.
✨Highlight Your Organizational Skills
Since the role requires excellent organization and attention to detail, prepare examples from your past work where you successfully managed multiple tasks or projects. This will showcase your ability to handle the demands of the position effectively.
✨Demonstrate Your Communication Skills
Be ready to discuss how you have effectively communicated with clients or team members in previous roles. Highlight your written and verbal communication skills, as these are crucial for responding to client inquiries and providing support.
✨Familiarize Yourself with Salesforce
Since proficiency in Salesforce is a requirement, take some time to familiarize yourself with the platform if you haven't already. Being able to speak knowledgeably about your experience with Salesforce will give you an edge in the interview.
