Client Service Associate

Titan Wealth Holdings Limited; London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading investment firm in London seeks a Client Support Specialist to provide daily support to a global client base. The successful candidate will establish strong relationships with clients, manage communications, and address various risk types ensuring client satisfaction. This role offers a competitive salary and numerous benefits, including hybrid working and further education support.

Benefits

Attractive Employee Pension Scheme

25 days Annual Leave + public holidays

Flexible benefits to choose from

Further education and training support

Discretionary performance related bonus

Qualifications

• Degree minimum of 2:1 in relevant subjects.
• Experience in client facing roles is preferable.
• Ability to manage high volume transactions in finance.
• Familiarity with CASS 6 & 7 is an advantage.

Responsibilities

• Manage client communications and queries effectively.
• Develop professional relationships with clients.
• Identify and escalate risk types and problematic transactions.

Skills

Effective written communication

Effective verbal communication

Client relationship management

Education

2:1 degree in Economics, Finance or Business Management

Job description

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.