At Mattioli Woods, our clients are at the heart of everything we do, and our Client Relationship Managers are the people who make that real. We're looking for an experienced administrators with a solid personal wealth background to take genuine ownership of a client portfolio and be the name our client’s trust.
What you'll be doing:
managing and administering a portfolio personal wealth clients building strong relationships with clients, listening carefully to identify their needs and ensuring they're always well looked after handling client queries promptly and professionally, resolving issues with accuracy and care partnering with consultants to keep client accounts running smoothly - from preparing documents and managing workflows to coordinating meetings and following up on actions supporting vulnerable clients in line with internal guidelines, ensuring their interests are always protected
What we're looking for:
solid experience in financial services, specifically in personal wealth management - this is essential, not optional. the kind of communication skills that put clients at ease - clear, professional, and genuinely attentive high attention to detail and the ability to stay on top of a varied, fast-moving workload - because our clients notice when things are done well a proactive, organised approach and the confidence to work independently as well as part of a close-knit team.
Perks and benefits
- competitive salary
- 34.5-hour working week
- 5% employer/5% employee pension
- 4x salary life assurance and group income protection
- health cash plan (Core Level 1)
- 25 days’ holiday plus statutory (increasing with service)
- training and development opportunities
- a supportive, collaborative team environment
We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process. Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.
#J-18808-Ljbffr
Client Relationship Manager employer: Mattioli Woods Limited
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work culture. As a Product Finance Assistant, you'll enjoy a competitive salary, a 34.5-hour working week, and the flexibility of hybrid working, all while contributing to meaningful projects that enhance our fee operations. With ample opportunities for training and career progression, you will be empowered to make a tangible impact in a dynamic environment that values your expertise and growth.
