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, competitive salary, and opportunities for professional growth.
- Other info: Collaborative team environment with a focus on continuous improvement and client care.
- Why this job: Perfect entry-level role for school leavers or graduates looking to kickstart their career.
- Qualifications: A levels or equivalent; strong numeracy and literacy skills required.
The predicted salary is between 25000 - 32000 £ per year.
Purpose: To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business. This role is suitable for those looking for their first professional opportunity after school or university.
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
Client Services Associate employer: Seven Investment Management
At 7IM, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment for our Client Services Associates. With a strong emphasis on employee growth, we offer comprehensive training and development opportunities, ensuring that you can build a rewarding career in wealth management. Our collaborative culture, combined with our commitment to treating customers fairly, makes 7IM a fantastic place to start your professional journey.
Contact Details:
Seven Investment Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Associate
✨Tip Number 1
Network like a pro! Reach out to friends, family, and even acquaintances who might have connections in the financial services sector. A personal recommendation can go a long way in landing that Client Services Associate role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their mission and how they treat clients. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since this role is client-focused, being able to articulate your thoughts clearly and confidently is key. Try mock interviews with friends or use online resources to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly shows your enthusiasm for joining our team. Plus, it’s super easy to navigate!
We think you need these skills to ace Client Services Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Services Associate role. Highlight any relevant experience in client services or administration, and don’t forget to showcase your attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity at StudySmarter and how your background makes you a great fit for the team. Keep it concise but engaging!
Show Off Your Communication Skills:Since this role involves a lot of client communication, make sure your written application is clear and professional. Pay attention to grammar and spelling – it shows you care about the details!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Seven Investment Management
✨Know Your Stuff
Make sure you understand the basics of client services and wealth management. Brush up on terms like ISAs, SIPPs, and cash reconciliations. This will show that you're not just interested in the role but also have a genuine understanding of what it entails.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past experiences, whether through emails or face-to-face conversations. This will highlight your ability to deliver high standards of client service.
✨Be Proactive
Demonstrate your initiative by thinking of ways to improve processes or enhance service levels. Come prepared with a couple of suggestions that could benefit the team. This shows that you're not just looking to fill a role but are eager to contribute positively to the company.
✨Stay Organised
The job requires managing multiple tasks and deadlines, so showcase your organisational skills. You might want to share how you prioritise your workload or any tools you use to keep track of tasks. This will reassure them that you can handle the responsibilities of the position.
