Team Support Manager

Brief Role Objective: Be part of and manage a team that provides general and administrative support to Investment Partners and/or Wealth Managers to ensure that clients receive a first class service. Responsible for ensuring that administrative, organisational and client related tasks for the Team are completed accurately, efficiently and in a timely manner. Will have regular contact with clients, dealing with their enquiries and providing support and training for other members in the team to create a ‘best in peer group’ standard of client experience. Although a degree of flexibility is available, the training and supervisory elements of this role favour a primarily office based approach.

Key Responsibilities:

• Overall management for the quality and quantity of administration services provided to clients.
• Manage a team of Investment Assistants, ensuring their work is of a high standard and implementing consistency across the team.
• Provide appropriate oversight and training/developmental opportunities for all support and administrative team members.
• Ensure cohesive and seamless support to the Investment Managers and Wealth Managers on the Team.
• Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided.
• Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed.
• Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable.
• Deal directly with clients and their advisers to support them in resolving general queries regarding their portfolios or account opening.
• Correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding.
• Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date.
• Keep comprehensive client records and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary.
• Client FX and trading requests are conveyed to our Portfolio Management Team in an accurate and timely manner.
• Liaise with external custodians and providers to obtain information required for clients and their advisers.
• Proficient in the use of all internal and external systems and information feeds.
• Distribution of UK tax reporting and dealing with the ongoing questions that arise from tax advisers and clients.
• Attending adhoc Introducer and Client events and be a presence for the team.
• Assist in cash management of overdrafts, capital and income sweeps, settlement of dividends and incomes are in order.
• Produce agendas and assist with the running of regular Team Meetings.
• Management/coordination of annual leave requests.
• Act as an SME for your team, working closely with Client and Custody services – bridging the gap between FO and BO.
• Become a member of the Team Support Manager forum, ensuring all FO initiatives are disseminated to the team.
• Work alongside the other Team Support Managers across the FO to chair the Investment Assistant forums.
• Troubleshooting, filtering & putting forward strategic ideas from the Team to the FO Business Manager.
• Work alongside the FO Business Manager to assist with existing working groups across the business to deliver transformation/change, or regulatory and operational enhancements.

Your Profile:

Key Skills and Technical Requirements:

• Previous experience in Front Office environment, ideally within Wealth Management, with a good understanding of Business Operation functions.
• Undertakes sufficient professional development for the role including CPD (log to be maintained).

Other Skills and Attributes:

• Are the main reference point for the resolution of internal queries.
• Thorough understanding of the clients managed by the team.
• Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team.
• Generates new ideas/initiatives to help promote the firm to potential clients.
• Keeps accurate client records and ensures these are held in the appropriate format on the relevant database.
• Takes initiative for their own work within an understood framework of scope and authority.
• Acts at all times in a professional manner.
• Deals with all matters promptly, professionally and effectively without being reminded.
• Conducts role in accordance with LGT Wealth Management’s procedures, within individual authorisation levels and in a compliant manner.
• Readily assists the team and the Firm in achieving its objectives.
• Undertakes other tasks or specific project work as and when requested by the Wealth Managers.
• Makes effective use of time in order to carry out tasks to the appropriate standard.
• Adhere to all company-wide policies, procedures and compliance requirements.
• Good working knowledge of the Microsoft Office suite of products.
• Proficient in front office systems.