At a Glance
- Tasks: Assist Advisers in delivering exceptional client service and onboarding new clients.
- Company: Join a leading wealth management firm focused on client satisfaction.
- Benefits: Entry-level role with career growth, training, and a supportive team environment.
- Other info: Dynamic team atmosphere with opportunities to suggest improvements and enhance processes.
- Why this job: Kickstart your professional journey in finance and make a real difference for clients.
- Qualifications: A levels or equivalent; proactive attitude and strong communication 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 7IMs 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
Wealth Client Services Associate - Entry Level employer: Seven Investment Management
At 7IM, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work environment. As a Wealth Client Services Associate, you will benefit from comprehensive training and development opportunities, ensuring your growth in the wealth management sector. Our commitment to treating customers fairly and our vibrant company culture make 7IM a rewarding place to start your professional journey.
Contact Details:
Seven Investment Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Client Services Associate - Entry Level
✨Tip Number 1
Network like a pro! Reach out to friends, family, and even acquaintances who work in finance or client services. They might know of openings or can refer you directly, which gives you a leg up!
✨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 makes perfect! Conduct mock interviews with friends or use online resources. The more comfortable you are answering questions about your skills and experiences, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Wealth Client Services Associate - Entry Level
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Wealth Client Services Associate role. Highlight any relevant coursework or projects from school or university that showcase your attention to detail and client-focused approach.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this entry-level opportunity and how your proactive nature and communication skills make you a great fit for our team at StudySmarter.
Showcase Your Skills:In your application, don’t forget to mention your proficiency in MS Word and Excel. If you've had any experience with operational administration or client services, be sure to include that too—it’ll help us see how you can contribute right away!
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 shows you’re keen on joining our team!
How to prepare for a job interview at Seven Investment Management
✨Know Your Stuff
Make sure you understand the basics of wealth management and client services. Brush up on terms like ISAs, SIPPs, and cash reconciliations. This will show that you're genuinely interested in the role and ready to hit the ground running.
✨Show Off Your Attention to Detail
Since accuracy is key in this role, be prepared to discuss examples from your past where you've demonstrated strong attention to detail. Whether it's a school project or a part-time job, highlight how you ensured everything was spot on.
✨Be Client-Focused
This position is all about providing exceptional service. Think of times when you've gone above and beyond for someone, whether in a job or personal setting. Share these stories to illustrate your commitment to client satisfaction.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client services and how they handle onboarding new clients. This shows that you're not just interested in the job, but also in how you can contribute to their mission and values.
