Job Introduction
Handelsbanken is a relationship bank built on trust, long‑term thinking and local decision‑making. We provide bespoke banking and wealth management services to personal and corporate customers. Our decentralised model means decisions are made close to the customer, in our branches. Our central Functions teams play a vital role in supporting the branch network, providing the expertise, governance and infrastructure that enable branches to serve customers effectively and sustainably. This approach underpins our success for decades. Handelsbanken is independently recognised as one of Europe’s safest commercial banks, holds the strongest credit rating among its peers and is consistently ranked highly for customer satisfaction and relationship banking. Our culture is values‑led, shaped by trust, respect and long‑term thinking. We empower our people to use their expertise, make confident decisions and build long‑term careers. We look for people who share our long‑term vision, want to grow and want to make a meaningful impact in their local community and with the Bank.
The opportunity
Handelsbanken Wealth is responsible for all wealth and investment management activities of the Group in the UK. We are recruiting for a Client Support Associate working within the Client Support Team to provide first class support to customers. The Client Support team are the dedicated administration and ad hoc advisory source for our Self Select and Asset Management only clients. This role will be based in our Tunbridge Wells office.
Key responsibilities
* Provide general administration and support to Clients engaged under either the Asset Management/ Financial Planning, Self‑Select services including handling client telephone enquiries
* Administrative support to Associate Client Directors including producing meeting documentation and managing letters of authority
* Handling client telephone enquiries/requests from Handelsbanken Wealth switchboard.
* Dealing with applications received for Self‑Select service, following the procedures which include scanning/saving documents, account set up, anti‑money laundering checks.
* Dealing with all bereavement cases for our Wealth clients from notification to closure of the accounts.
* Acknowledgements to the clients, setting up access to our online portal and arranging for payments to be sent and subsequently invested.
* Undertake appropriate follow up action where straightforward which will include generating client letters, emails and dealing with phone calls promptly.
* Liaising with Wealth Management team, Handelsbanken branches and their customers.
* Supporting the provision of formal advice, via an adviser from the Wealth Management team, to clients on an ad hoc fee basis, and implementation of any actions.
What we’re looking for
Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried you don’t meet all the criteria, get in touch anyhow and let us do the worrying…
* Experience of providing customer service
* Experience within the wealth management/financial planning sector is desirable but not essential
* Confidence to liaise with staff and external parties at all levels
* Strong numeracy skills
* Good communication skills and telephone manner
* Excellent attention to detail
* Intermediate Microsoft Excel, Word Skills and PowerPoint Skills.
Why join Handelsbanken
We want everyone at Handelsbanken to feel supported, motivated, and able to do great work. That’s why, alongside brilliant colleagues, meaningful work and training and development opportunities, we provide a variety of benefits designed with your wellbeing in mind. In addition, there is a flexible benefits package with the key highlights detailed below.
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