At a Glance
- Tasks: Provide top-notch service to affluent clients and manage complex investment enquiries.
- Company: Join a leading investment and wealth management team with a focus on client success.
- Benefits: Opportunity for career growth, training, and working with sophisticated clients.
- Other info: Mason Blake values diversity and encourages applications from all backgrounds.
- Why this job: Enhance your financial expertise while building trusted relationships in a dynamic environment.
- Qualifications: Experience in financial services and a Level 4 qualification in investments or financial planning.
The predicted salary is between 29700 - 36300 £ per year.
Description The Role We are seeking an experienced Client Services Associate to join a high-performing investment and wealth management team supporting affluent and high-net-worth clients.
You'll combine strong knowledge of investments and pensions with excellent client-service skills, managing complex enquiries, supporting onboarding and building trusted relationships with clients.
Key Responsibilities Provide a high level of service to affluent and HNW clients across telephone, digital channels and scheduled meetings.
Handle complex pension and investment transfers, coordinating with internal teams and external providers.
Lead client meetings relating to pension and investment services.
Act as an escalation point for complex queries and support colleagues with specialist knowledge.
Keep up to date with investment markets, products, pensions and relevant regulatory considerations.
Contribute to team training, knowledge sharing and improvements to client-service processes.
Experience in investments, wealth management, private banking, pensions or financial services.
Strong knowledge of pensions and investment products.
Experience working with affluent or high-net-worth clients.
A relevant Level 4 financial services qualification, such as an investment, financial planning or investment management qualification.
What's On Offer A great opportunity to work with sophisticated clients, broaden your investment and pension expertise, contribute to service improvements and build your long-term career within a specialist financial services environment.
Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
Colleague Service Advisor in London employer: Mason Blake
Mason Blake is an excellent employer that fosters a collaborative and innovative work culture in the heart of London. Employees benefit from comprehensive professional development opportunities, a supportive team environment, and the chance to contribute to impactful marketing initiatives that resonate with investors. With a focus on quality and continuous improvement, this role offers a rewarding experience for those looking to grow their careers in marketing operations.
