At a Glance
- Tasks: Assist Advisers in delivering exceptional client service and onboarding new clients.
- Company: Join a dynamic wealth management firm focused on client satisfaction.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Opportunity to work towards industry qualifications and enhance your professional growth.
- Why this job: Perfect entry-level role for school leavers or graduates looking to kickstart their career.
- Qualifications: A levels or higher; strong numeracy and literacy skills required.
The predicted salary is between 25000 - 32000 £ per year.
Purpose: To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business. This role is suitable for those looking for their first professional opportunity after school or university.
Responsibilities:
- Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals
- Monitoring cash reconciliations and outstanding fees
- Processing and monitoring transfers in and out, liaising with clients and colleagues
- Processing any change of details requests including bank details and change of address ensuring the relevant systems are updated
- Producing reports including valuations, performance summaries and transaction statements
- Supporting the wider team with processing new business application forms
- Processing accounts closures and deceased client cases and ensuring timely completion of such cases
- Ensuring all client communication is accurate, appropriate, and delivered at the right time, including emails, letters and reports
- Liaising closely with 7IM's Operations team to ensure full communication and understanding, minimising errors and maximising service levels
- Continuously looking for ways to enhance operational systems and procedures to maximise efficiencies (eg Xplan)
- Suggesting realistic and appropriate improvements and solutions to problems to your line manager and others across 7IM, and reviewing/creating procedures when required
- Filing in accordance with 7IM and FCA procedures
- Subscribing to 7IM's declared Mission and Tenets, and to Treating Customers Fairly (TCF) initiatives
- Ensuring the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
- Other duties, as reasonably required by the line manager and 7IM
About You:
Skills:
- Accuracy and attention to detail
- Organisation of own workload to meet deadlines
- Client focused, delivering a high standard of client service
- Must be proactive and able to use initiative
- Good communication skills, both oral and written
- Adaptive to change
- Proficient in MS Word/Excel
- Ability and willingness to identify and suggest improvements in processes and service levels
Knowledge:
- Experience in Client Services within Wealth Management is desired
- Good working knowledge of all Microsoft Office applications, specifically Excel
- Good knowledge of operational administration including settlement and transfers
Qualifications:
- Candidates must demonstrate numeracy and literacy skills to at least A level or higher standard
- Suitable for school leavers or graduates
- Working towards an industry examination such as a CII Level 4 Financial Planning qualification
Other relevant information: Reports into the Client Services Team Manager
Client Services Associate employer: Job Search Place Limited
At 7IM, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work environment for our Client Services Associates. Located in a vibrant area, we offer comprehensive training and development opportunities, ensuring that you can grow your career while delivering outstanding service to our clients. Our commitment to treating customers fairly and enhancing operational efficiencies makes us a rewarding place to start your professional journey.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Associate
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Job Search Place Limited.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Job Search Place Limited's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Client Services Associate
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Job Search Place Limited
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
