At a Glance
- Tasks: Manage onboarding for high-value clients and ensure top-notch service delivery.
- Company: Join St. James's Place, an inclusive employer supporting the LGBTQ+ community.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity to mentor junior team members and grow your career.
- Why this job: Make a real impact by supporting high-net-worth clients and enhancing their experience.
- Qualifications: Experience in financial services and strong attention to detail required.
The predicted salary is between 35000 - 45000 £ per year.
This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
The Private Client team supports Partners working with high‑value clients, helping to engage and support them throughout the advice journey. The team plays a key role in constructing tailored advice proposals and works closely with the service team to ensure all recommendations are implemented smoothly. Acting as the link between the administration centre and Partners, the team also provides ongoing aftercare and day‑to‑day support. The approach is highly collaborative, adaptable and flexible, responding to the needs of Partners as they evolve.
The Private Client Service Specialist is responsible for managing the onboarding of new and existing investments for Private Clients and ensuring the consistent delivery of the Private Client service proposition. The role plays a key part in supporting retention of Funds Under Management and ensuring good client outcomes. The position requires a strong understanding of the SJP product range, solid technical knowledge, and effective collaboration with internal and external administration centres.
What you'll be doing:
- Coordinating and supporting the end‑to‑end onboarding process for new and existing Private Client business, ensuring tasks are completed accurately and on time.
- Supporting the delivery of the Private Client service proposition to Partners and clients, maintaining a reliable and positive service experience.
- Proactively identifying errors, discrepancies, and service issues within client accounts and documentation, investigating root causes and taking prompt, effective action to resolve them.
- Working collaboratively with internal teams and stakeholders to ensure corrective measures are implemented, prevent re‑occurrence, and maintain a high standard of accuracy, compliance, and client satisfaction.
- Consistently monitor workflows and processes to highlight risks, recommend improvements, and ensure a seamless, reliable service experience for private clients.
- Building and maintaining effective working relationships with internal teams and external administration centres to support smooth operations.
- Communicating with all relevant stakeholders promptly and professionally, ensuring clear updates and collaborative working.
- Demonstrating and promoting the divisional values of energy, teamwork and openness in day‑to‑day work.
- Supporting and training the Service Delivery Support and the Private Client Assistants and Apprentice with their responsibilities.
Who we're looking for:
We are looking for a detail-oriented Private Client Service Specialist with strong operational and technical knowledge to manage complex onboarding and deliver a seamless, high-quality service experience for high-net-worth clients.
Essential criteria:
- Experience in financial services with strong knowledge of client onboarding and administration processes.
- High attention to detail with the ability to identify, investigate, and resolve errors effectively.
- Strong organisational skills with the ability to manage multiple workflows and meet deadlines.
- Effective communication and stakeholder management skills across internal teams and external providers.
- Solid understanding of financial services products and a commitment to developing technical expertise.
- Proactive, solutions-focused approach with a strong client-first mindset and ability to improve processes.
Desirable criteria:
- Working towards CII Diploma in Regulated Financial Planning.
- Experience supporting high-net-worth or private client clients/services.
- Experience mentoring or supporting junior team members.
Private Client Service Specialist employer: St. James's Place
St. James's Place is an exceptional employer that champions inclusivity and diversity, making it a welcoming environment for all employees, including those from the LGBTQ+ community. With a strong focus on collaboration and professional development, the Private Client Service Specialist role offers opportunities to enhance your skills while working closely with high-value clients in a supportive team atmosphere. The company values energy, teamwork, and openness, ensuring that every employee can thrive and contribute to meaningful client outcomes.
