Senior Client Service Associate Weybridge, England
Job description
Are you a client services administrator looking to work for a firm committed to investing in their employees? Do you want to progress to paraplanner and above?
If so, this is the role for you.
Our client are a highly respected wealth management firm looking for the perfect candidate to grow and develop in the long term.
This firm has won multiple awards for Best Financial Advisers to Work for.
The team is friendly, knowledgeable and very fun. They're looking for someone who is the same!
Role Responsibilities
- Meeting preparation and preparing annual review packs.
- Building client relationships and answering client queries.
- Processing new business applications.
- Producing accurate client portfolio valuations and statements using IO.
- Organise and diarise meetings
- Provide agendas and information requests prior to client meetings, if required
- Prioritise administration and team workflow
- Manage client queries.
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
- Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate
- Ensure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMS
- Run client risk tolerances and carry out anti-money laundering checks
- Ensure electronic client files are organised and updated, and easily accessible
- Assist with the production of management information, as required by central teams
- Assist with general administration as required e.g. ad-hoc scanning and filing
If this sounds like the perfect opportunity for you please don't hesitate to apply!
Job Type: Full-time
Salary: £35,000.00-£40,000.00 per year
Benefits:
- Life insurance
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Weybridge: reliably commute or plan to relocate before starting work (required)
Work Location: Hybrid remote in Weybridge
