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- Tasks: Support busy Financial Advisers and deliver outstanding client service.
- Company: Join a fast-paced wealth management company in the heart of London.
- Benefits: Enjoy hybrid work, competitive pension, healthcare, and fun team socials.
- Why this job: Perfect for finance enthusiasts wanting to make a real impact in client support.
- Qualifications: Experience in financial services and proficiency in Salesforce required.
- Other info: We value diversity and welcome applications from everyone.
Client Servicing Assistant Contract: Permanent Salary: £28,000+ per annum Hours: Full time Location: London, EC3V 9BQ The Company We are a fast-paced wealth management company based in the City of London, looking after more than three thousand high net worth clients. Our company was founded out of our clients’ desires to pursue their career, taking time for themselves and their families, without having to worry about financial arrangements. We pride ourselves on prioritising our clients’ needs and this has been the basis of our success. The Role This is a fantastic opportunity for a motivated & responsible individual to support 3-4 busy Financial Advisers and help deliver outstanding service to their clients. In this role, you will be the backbone of client support, handling administration, servicing, and compliance to ensure a seamless experience for both clients and advisers. If you have a passion for finance and a track record of going above and beyond in a support role, this could be the perfect fit for you. Key responsibilities include: Act as the first point of contact for client administration and technical queries. Build strong relationships with clients and key stakeholders, including admin centres. Gather information from third-party providers to assist planners in delivering holistic financial solutions. Maintain accurate client records in Salesforce, ensuring up-to-date information. Support the team to meet service level agreements. Manage key client processes, including withdrawals, redemptions, onboarding, portfolio changes, and rebalancing. Oversee client bereavements, probate, and tax-related disposals. Process new investments, liaising with clients on banking details and timescales. Provide daily updates and reports to financial planners. *This list Is not exhaustive. Must have the following qualities: – * Experience in financial services (essential). * Experience using Salesforce * Strong communicator with a professional and confident approach. * Able to work collaboratively with Financial Planners and the team. * Problem-solver with good common sense and influencing skills. * Reliable, detail-oriented, and thrives under pressure. * Solution-focused and proactive in improving processes. * Team player with a keen understanding of how to add value. * Proficient in Microsoft Office (Word, PowerPoint, Excel). Benefits : * Hybrid working structure – a minimum of 3 days in the office and 2 at home * Competitive pension offering * Cashplan healthcare & PMI * 24/7 GP access * Long term sick pay * Perkbox * Volunteering days * Birthday lie in * ISA * Enhanced maternity pay * Family friendly benefits * Wagestream – access your pay as you earn it * Team socials * Company issued equipment * Talklife workplace (EAP) We are an equal opportunities employer and welcome applications from all, if you require any reasonable adjustments or have any questions about the role please let us know You may also have experience in the following: Financial Services Administrator, Wealth Management Assistant, Financial Planning Support, Client Services Coordinator, Financial Assistant, Client Administrator, Wealth Advisor Support, Financial Services Assistant, Finance Administrator, Relationship Manager, Client Relationship Executive, Financial Services Executive, Tax and Accounting Assistant, Wealth Management Support, CRM Administrator, Financial Adviser Support, etc. REF-(Apply online only)
Client Servicing Assistant employer: Financial Lifestyle Management Ltd
Contact Detail:
Financial Lifestyle Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Assistant
✨Tip Number 1
Familiarize yourself with Salesforce, as it's a key tool for maintaining client records in this role. Consider taking an online course or tutorial to brush up on your skills and demonstrate your proficiency during the interview.
✨Tip Number 2
Highlight your experience in financial services by preparing specific examples of how you've supported clients or financial advisers in the past. This will show that you understand the demands of the role and can hit the ground running.
✨Tip Number 3
Develop your communication skills further by practicing how to explain complex financial concepts in simple terms. This is crucial for building strong relationships with clients and stakeholders.
✨Tip Number 4
Research the company’s values and client service philosophy. Being able to articulate how your personal values align with theirs can set you apart from other candidates and show your genuine interest in the position.
We think you need these skills to ace Client Servicing Assistant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Servicing Assistant position. Understand the key responsibilities and required skills, especially the importance of client relationships and experience in financial services.
Tailor Your CV: Customize your CV to highlight relevant experience in financial services and any familiarity with Salesforce. Emphasize your communication skills and ability to work under pressure, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your proactive approach to problem-solving. Mention specific examples from your past experiences that demonstrate your ability to support financial advisers and manage client processes effectively.
Highlight Team Collaboration: In both your CV and cover letter, emphasize your ability to work collaboratively with teams. Provide examples of how you have successfully contributed to team goals and improved processes in previous roles.
How to prepare for a job interview at Financial Lifestyle Management Ltd
✨Show Your Financial Services Experience
Make sure to highlight your previous experience in financial services during the interview. Be prepared to discuss specific roles and responsibilities that demonstrate your understanding of the industry and how you can contribute to the company's success.
✨Demonstrate Salesforce Proficiency
Since the role requires maintaining accurate client records in Salesforce, be ready to talk about your experience with this platform. If possible, provide examples of how you've used Salesforce to improve processes or enhance client relationships.
✨Emphasize Communication Skills
As a Client Servicing Assistant, strong communication is key. Prepare to share examples of how you've effectively communicated with clients and stakeholders in the past, especially in resolving issues or providing support.
✨Prepare for Problem-Solving Scenarios
Expect questions that assess your problem-solving abilities. Think of situations where you've had to think on your feet or come up with creative solutions to challenges in a support role, and be ready to discuss these experiences.
