Client Services Administrator – London
Salary
27,000 - 32,000
Location
London
Job Type
Full Time
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Our client is an independent and international provider of insurance and a leading investment and wealth manager for private and institutional clients.
Utilising sophisticated financial planning tools to demonstrate to their clients how their financial future might look. They then develop a clear and straightforward financial plan to help secure their financial objectives. This includes: cash management, investment management, tax efficient investment strategies, retirement planning, and inheritance tax planning.
They are looking for a dedicated, financial administrator with a client service focus, who has worked in financial services and is looking to further develop their client service career within a wealth management business.
The main purpose of the role is to assist the Private Client Partners and Consultants to ensure clients receive a smooth running, professional and customer focused experience. The role holder will support the Private Client Partners and Consultants in managing their client work and relationships and ensure the companies’ client administration system is kept compliant and up to date at all times, also ensuring that Consultants are effectively supported to allow them to achieve their individual targets in an effective and efficient manner, whilst adhering to the businesses processes and compliance framework.
The daily duties include:
Administrative
- Managing all documentation within the client journey (e.g. composition of routine correspondence, letters of engagement, responding to client correspondence, preparing letters of authority for signing) in a timely and accurate manner
- Complete client application forms in line with suitability report recommendations and ensuring these are received and returned by the client
- Completion of client and provider meeting notes and ensuring these are loaded to the client administration system
- Liaison and work with Central Operations and Paraplanning teams
- Dealing with finance queries including Invoices, billing, commissions, etc.
- Maintaining the customer relations system regarding fact finds (CCQ’s), information, records, actionable and brought forward items with a focus on data quality
- Ensuring the business stays compliant with regulatory requirements and internal processes.
- Manage the workflow of Consultants / Partners by efficient co-ordination of central services such as paraplanning, valuations, business processing etc
- Arrange client meetings, valuations, meeting packs and manage Consultants / Partners diaries
- Be first contact point for clients
- Be able to handle general queries from clients by either dealing with the subject matter or escalating the query to the Consultant / Partner.