At a Glance
- Tasks: Lead client servicing in wealth management, scheduling meetings and ensuring client satisfaction.
- Company: Join a reputable Wealth Management firm, a partner of St. James Place in London.
- Benefits: Enjoy a competitive salary, potential for growth, and a supportive work environment.
- Other info: Opportunity to work with Salesforce and stay updated on industry trends.
- Why this job: Make a real impact on client relationships while developing your skills in a dynamic industry.
- Qualifications: Previous client engagement experience is a plus; a positive attitude is essential.
The predicted salary is between 28000 - 36000 € per year.
Type of Position: Client Servicing Lead (Wealth Management) - London
Pay: £35k - £45k
Client Servicing Lead (Wealth Management) - London
We are looking for a Client Servicing Lead for our client based in London. You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts.
Responsibilities:
- Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year.
- Maintain a comprehensive record of all client interactions, including meeting notes, phone conversations, and email correspondence, to provide evidence of ongoing advice and engagement.
- Proactively engage with clients on a regular basis to ensure their satisfaction and address any concerns or issues they may have.
- Provide exceptional customer service and ensure that clients feel valued and supported throughout their relationship with our Practice.
- Identify opportunities for promoting our services to potential referrals from existing clients.
- Gather and update client data, including fact finds, and upload them to Salesforce to ensure all information is up to date and accessible.
- Ensure compliance with regulatory obligations, including the FCA \"know your client\" requirements and the Consumer Duty Act.
- Digitise client records using Salesforce, ensuring that all information is accurately recorded and easily reviewable.
- Re-contract with existing clients, ensuring that all necessary documentation is completed accurately and in a timely manner.
- Regularly review client files to ensure they are organized and easily accessible for internal and external audits.
- Ensure that all financial advice provided to clients is properly documented and supported by evidence.
- Document the annual ongoing suitability of investments and pensions for each client, ensuring that this information is recorded accurately.
- Maintain accurate and up-to-date data in Salesforce, regularly reviewing and updating client information as needed.
- Regularly review client records to ensure that all information is current and relevant.
Stay updated on industry trends and best practices in client engagement to continuously improve our approach. - Conduct client satisfaction surveys and gather feedback to identify areas for improvement and enhance the client experience.
Experience and Skills:
- Previous experience in a client engagement or client servicing role, preferably within the financial services industry is desirable but not essential. Finding the right person with a positive, hard-working attitude is our primary aim.
- Strong attention to detail and organizational skills, with the ability to manage and update large volumes of client information.
- Excellent communication and interpersonal skills, with the ability to build rapport and establish long-term relationships with clients.
- Excellent use of simple, plain English.
- Proactive mindset and ability to identify opportunities for client engagement and business growth.
- Knowledge of financial products and services, including investments and insurance would be helpful but not essential.
- Familiarity with CRM software, such as Salesforce, for managing client interactions and records.
- Ability to analyse client data and extract meaningful insights to drive engagement and business growth.
- Results-oriented mindset and ability to meet or exceed client satisfaction and business targets.
- High ethical standards and commitment to maintaining client confidentiality.
- Strong problem-solving skills and ability to effectively manage client complaints and resolve issues.
Client Servicing Lead (Wealth Management) - London employer: Artemis Recruitment Consultants Ltd
Join a prestigious Wealth Management firm in London, where you will be part of a supportive and dynamic team dedicated to exceptional client service. With a strong focus on employee development, we offer numerous growth opportunities and a collaborative work culture that values your contributions. Enjoy the unique advantage of working in a vibrant city while making a meaningful impact on clients' financial journeys.
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Lead (Wealth Management) - London
✨Tip Number 1
Familiarise yourself with the wealth management industry and current trends. This will not only help you in interviews but also show your genuine interest in the role and the company.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in client servicing roles. Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss your experience with CRM software, particularly Salesforce. Be ready to share specific examples of how you've used such tools to enhance client engagement and manage relationships effectively.
✨Tip Number 4
Demonstrate your proactive mindset by thinking of ways to improve client satisfaction and engagement. Come up with a few ideas to share during your interview that align with the company's goals and values.
We think you need these skills to ace Client Servicing Lead (Wealth Management) - London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in client servicing or engagement, particularly within the financial services sector. Use specific examples that demonstrate your ability to manage client relationships and provide exceptional service.
Craft a Compelling Cover Letter:Write a cover letter that showcases your enthusiasm for the role and the company. Mention your proactive mindset and how you can contribute to enhancing client satisfaction and engagement, as outlined in the job description.
Highlight Relevant Skills:Emphasise skills such as attention to detail, communication, and organisational abilities. Provide examples of how you've successfully managed client interactions and maintained accurate records in previous roles.
Showcase Industry Knowledge:If you have knowledge of financial products or CRM software like Salesforce, make sure to mention it. This will demonstrate your readiness to engage with clients effectively and manage their information accurately.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Client Engagement Skills
Highlight your experience in client servicing roles, especially how you've proactively engaged with clients in the past. Be ready to share specific examples of how you maintained relationships and addressed client concerns.
✨Demonstrate Attention to Detail
Since this role requires managing large volumes of client information, emphasise your organisational skills. Discuss any systems or methods you use to keep track of client interactions and ensure accuracy in documentation.
✨Communicate Clearly and Effectively
The ability to communicate in simple, plain English is crucial. Practice explaining complex financial concepts in an easy-to-understand manner, as this will be key in building rapport with clients.
✨Stay Informed About Industry Trends
Research current trends in wealth management and client engagement. Being knowledgeable about the industry will not only impress your interviewers but also show your commitment to continuous improvement in client servicing.
