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- 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
Contact Detail:
Partners Wealth Management LLP Recruiting Team
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, showcasing your skills and experiences relevant to the Client Services Associate role.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨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 CV: Make sure your CV is tailored to the Client Services Associate role. Highlight any relevant experience in client services or wealth management, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing exceptional client service and how your skills align with our mission at StudySmarter. Keep it concise but impactful!
Showcase Your Communication Skills: Since communication is key in this role, make sure your written application reflects your strong communication skills. Use clear and professional language, and double-check for any typos or errors before submitting!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Partners Wealth Management LLP
✨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 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’s catching an error in a report or ensuring client communications are spot on, be ready to discuss how you maintain high standards.
✨Demonstrate Your Proactivity
Think of instances where you've taken the initiative to improve processes or solve problems. This could be suggesting a new way to streamline operations or enhancing client communication. Highlighting your proactive nature will resonate well with the interviewers.
✨Brush Up on Your MS Excel Skills
As proficiency in Excel is important for this role, consider reviewing key functions and features that might be relevant, such as data analysis tools or creating reports. Being able to discuss your Excel skills confidently can set you apart from other candidates.