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 for school leavers and graduates to kickstart their careers.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: A levels or equivalent; client services experience is a plus.
The predicted salary is between 25000 - 32000 £ per year.
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.
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.
- Support wider team with processing new business application forms.
- Processing accounts closures and deceased client cases and ensure timely completion of such cases.
- Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports.
- Liaise closely with 7IM's Operations team to ensure full communication and understanding, minimising errors and maximising service levels.
- Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan.
- Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7IM and review/create procedures when required.
- Filing, in accordance with 7IM and FCA procedures.
- Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives.
- Ensure 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 & willingness to identify and suggest improvements in processes / 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 & literacy skills to at least A level/Higher standard.
- Suitable for school leavers or graduates.
- Working towards an industry examination such as CII Level 4 Financial Planning qualification.
Other relevant information
- Reports into the Client Services Team Manager.
Client Services Associate (Solihull) employer: Job Search Place Limited
At 7IM, we pride ourselves on being an exceptional employer, offering a supportive work culture that prioritises client service excellence and employee development. Located in Solihull, our team enjoys a collaborative environment where innovative ideas are encouraged, and opportunities for professional growth abound, making it an ideal place for those seeking a meaningful career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Associate (Solihull)
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. We recommend using the STAR method to structure your answers, so you can showcase your skills and experiences effectively.
✨Tip Number 3
Follow up after interviews with a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your interest in the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Services Associate (Solihull)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Services Associate role. Highlight your experience in client services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Show Off Your Attention to Detail:Since accuracy is key in this role, be sure to showcase your attention to detail in your application. Whether it’s through your formatting or the way you present your experiences, we love seeing candidates who take pride in their work.
Communicate Clearly:Your written communication skills are crucial for this position, so make sure your application is clear and concise. Use straightforward language and avoid jargon. We appreciate a well-structured application that reflects your ability to communicate effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your details!
How to prepare for a job interview at Job Search Place Limited
✨Know Your Client Services Inside Out
Make sure you understand the key responsibilities of a Client Services Associate. Familiarise yourself with processes like setting up payments, monitoring cash reconciliations, and liaising with clients. This will show your potential employer that you're serious about the role and ready to hit the ground running.
✨Showcase Your Attention to Detail
Since accuracy is crucial in this role, prepare examples from your past experiences where your attention to detail made a difference. Whether it was catching an error in a report or ensuring client communications were spot on, these anecdotes will highlight your suitability for the position.
✨Demonstrate Your Proactive Nature
Think of instances where you've taken the initiative to improve processes or solve problems. This could be anything from suggesting a new way to handle client onboarding to streamlining communication with colleagues. Employers love candidates who can think on their feet and contribute positively to the team.
✨Brush Up on Your MS Excel Skills
Since proficiency in Excel is mentioned in the job description, make sure you're comfortable with functions, formulas, and data analysis. You might even want to prepare a few examples of how you've used Excel in previous roles to manage data or create reports, as this will demonstrate your technical skills effectively.
