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For Companies At a Glance
- Tasks: Support global clients by managing communications and resolving queries effectively.
- Company: Join Titan Group, a dynamic firm transforming wealth management with innovative services.
- Benefits: Enjoy competitive salary, hybrid working, generous leave, and a range of health benefits.
- Why this job: Be part of a rapidly growing company that values innovation and offers career development opportunities.
- Qualifications: A 2:1 degree in Economics, Finance, or Business Management is preferred; client-facing experience is essential.
- Other info: Embrace a diverse and inclusive workplace committed to equal opportunities for all.
The predicted salary is between 36000 - 60000 £ per year.
About Us
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Settlement & Custody (TS&C) is a subsidiary of Titan Wealth. Titan Settlement & Custody is an FCA regulated investment firm that provides:
- Custody services to predominantly discretionary fund managers (DFMs) and independent financial advisors (IFAs)
- Clearing and settlement services mainly on an agency basis for its DFMs and IFAs
- Trade execution services mainly for its DFMs, IFAs and institutional clients
- Utilising the same core infrastructure, Titan Settlement & Custody also serves a significant number of institutional broker-dealers and institutional investor clients
Role
The purpose of this role is to provide professional day to day support to our Global Client base during the client lifecycle. Effectively manage all client communication, pre and post trade.
Responsibilities
- Develop and maintain strong professional relationships with TS&C’s clients as the first point of contact, by learning to quickly understand their specific needs and seeing queries through to satisfactory resolution by working with internal and external SME’s
- Develop a sound knowledge of TS&C’s platform from both house and client-side, and eventually be comfortable enough to demonstrate certain aspects of it in front of clients
- Effectively manage e-mail inbox and inbound telephone calls
- Identification and escalation of various risk types
- Identification and escalation of potentially problematic or suspect transactions
- Managing failing transactions with clients and reporting to TS&C management
- Compilation and distribution of MI to help with risk management and tailored client service
Requirements
- A 2:1 degree minimum, ideally for a subject such as Economics, Finance or Business Management
- Experience in a client facing role, and demonstrable ability to deal with demanding situations calmly and effectively
- Comfortable working closely with senior management and stakeholders, with the ability and confidence to challenge the status quo and put forward new ideas
- Effective written and verbal communication skills
- Effectively manage e-mail inbox and inbound telephone calls
- Identification and escalation of various risk types
- Identification and escalation of potentially problematic or suspect transactions is preferable
- Managing failing transactions with clients and reporting to TS&C management is preferable
- Compilation and distribution of MI to help with risk management and tailored client service is preferable
- Experience in high volume, global equity/fixed income settlements function. Ideally from a Custody/Settlements/Clearing Ops background – with some experience of CASS 6 & 7 is preferable
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Professionalism – how we treat our clients and colleagues.
Trust – embrace innovation and adapt to change.
Innovation – dare to create and don\’t fear failure.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Other
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Industries
Hospitality, Food and Beverage Services, and Retail
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Client Service Associate employer: Titan Wealth
Contact Detail:
Titan Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Associate
✨Tip Number 1
Familiarise yourself with Titan Settlement & Custody's services and client base. Understanding their offerings will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Titan Wealth on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 3
Prepare to discuss your experience in client-facing roles, especially how you've handled challenging situations. Be ready to share specific examples that highlight your problem-solving skills and ability to maintain professionalism under pressure.
✨Tip Number 4
Stay updated on industry trends related to wealth management and custody services. Being knowledgeable about current events and changes in regulations can set you apart as a candidate who is proactive and well-informed.
We think you need these skills to ace Client Service Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Client Service Associate position. Understand the responsibilities and requirements, especially the importance of client communication and risk management.
Tailor Your CV: Customise your CV to highlight relevant experience in client-facing roles. Emphasise your ability to handle demanding situations and your effective communication skills, as these are crucial for this position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Titan Group that resonate with you, and explain how your background aligns with their values of professionalism, trust, and innovation.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Titan Wealth
✨Understand the Company and Its Services
Before your interview, take the time to research Titan Group and its subsidiary, Titan Settlement & Custody. Familiarise yourself with their services, especially in custody and settlement, as well as their approach to client relationships. This knowledge will help you demonstrate your genuine interest in the role.
✨Showcase Your Client-Facing Experience
Since the role requires managing client communications effectively, be prepared to discuss your previous experiences in client-facing roles. Highlight specific situations where you successfully resolved issues or managed demanding clients, showcasing your calmness and professionalism under pressure.
✨Demonstrate Problem-Solving Skills
The ability to identify and escalate risks is crucial for this position. Prepare examples of how you've handled problematic situations in the past, particularly in a financial context. Discuss your thought process and the steps you took to resolve these issues, emphasising your analytical skills.
✨Communicate Clearly and Confidently
Effective communication is key in this role. Practice articulating your thoughts clearly and confidently, both verbally and in writing. During the interview, ensure you listen carefully to questions and respond thoughtfully, demonstrating your strong communication skills that are essential for client interactions.