Fulltime Permanent
Industry: Wealth Management
Role: Client Service Associate
Location: Leeds City, Yorkshire
Salary range: £28 - 32K + Bonus & benefits
My Private Wealth Management client is looking to recruit a Client Service Associate to provide administrative support to one of their Portfolio Management teams. As a key member of the team, it will be important to communicate well within the team and take the initiative when required.
Responsibilities include:
* Playing a key role in client onboarding, Know Your Client and suitability processes.
* Ensuring client documentation is correctly prepared, completed, scanned and filed.
* Preparing meeting and presentation documents.
* Running valuations for clients on a quarterly basis.
* Ensuring all client verification is up to date and maintained.
* Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
* Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.
* Liaising with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds.
* Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.
* Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.
* Correspondence with clients including quarterly valuations.
* Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.
Required qualification, skills and Behaviours:
* A minimum of 3 A’ Levels (Grades A-C).
* Excellent verbal communication skills.
* Good written communication skills.
* Ability to work to deadlines.
* IT literate (MS Office).
* Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.