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 suggest improvements and enhance operational efficiency.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: A-level literacy and numeracy; ideal for school leavers or graduates.
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 7IM's 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: Partners Wealth Management LLP
As a Mortgage and Protection Administrator, you will thrive in a supportive and dynamic work environment that prioritises employee growth and development. Our company fosters a culture of collaboration and excellence, offering comprehensive training and career advancement opportunities while ensuring a healthy work-life balance. Located in a vibrant area, we provide unique benefits such as flexible working arrangements and a strong commitment to employee well-being, making us an exceptional employer for those seeking meaningful and rewarding careers.
Contact Details:
Partners Wealth Management LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Associate (Solihull)
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We think you need these skills to ace Client Services Associate (Solihull)
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