At a Glance
- Tasks: Support Wealth Management operations by managing client reviews and policy servicing tasks.
- Company: Dynamic financial services firm based in London with a focus on client satisfaction.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Exciting opportunity to learn and grow in a fast-paced environment.
- Why this job: Join a team that values innovation and client relationships in the finance sector.
- Qualifications: Strong organisational skills and attention to detail; experience with administrative tasks preferred.
The predicted salary is between 29700 - 36300 £ per year.
Our client based in London is looking for a Client Operations Associate to join their Wealth Management team. This position will be a hybrid role, looking after two key areas of Operational Support - Policy Servicing and Client Review Administration.
The Policy Servicing Team are generally responsible for all manner of administrative duties, updating the back-office system (X-Plan) and providing support to the Paraplanners and Advisers. The Client Reviews Team is responsible for preparing client valuation packs for regulatory review meetings.
Below is an outline of the key duties encompassed within each area that make up the overall role of Operational Support:
- Policy Servicing:
- Achieve a comprehensive understanding of the Policy Servicing process and assist to develop where necessary.
- Ensure that the new leads process is adhered to and all tasks are updated on X-Plan.
- Attaching incoming post to X-Plan and updating plan if necessary.
- Respond to postal queries, for example, failure of direct debits, client reviews.
- Ensure the correct threads and tasks are activated in X-Plan where appropriate, resultant in the use of correct template processes.
- Receive letters of authority, sending same to the relevant providers and ensuring receipt of all requested information, in writing and completion of checklist.
- Update X-Plan accurately and in a timely fashion.
Client Ops Associate (Wealth Management) employer: Artemis Recruitment Consultants Ltd
Join a well-established IFA Firm in Hampshire, where you will thrive in a supportive and collaborative work culture that values flexibility and effective communication. As an Operations Manager, you will benefit from opportunities for professional growth and development within the Financial Services industry, while enjoying a rewarding role that directly impacts client satisfaction and team success.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Ops Associate (Wealth Management)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Artemis Recruitment Consultants Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Ops Associate (Wealth Management)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Artemis Recruitment Consultants Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Artemis Recruitment Consultants Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Artemis Recruitment Consultants Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Artemis Recruitment Consultants Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Artemis Recruitment Consultants Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
