Client Service Associate

Ocaris Wealth Management Ltd; Southampton; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a dedicated Client Service Associate to enhance their dynamic team in Southampton. In this pivotal role, you will collaborate with chartered advisers to provide outstanding client service and support. Your responsibilities will include onboarding new clients, managing inquiries, and preparing materials for client meetings. The company offers a competitive salary, performance-related bonuses, and a range of benefits including private medical insurance and generous holiday allowances. This is a fantastic opportunity to join a vibrant team committed to excellence in Wealth Management.

Benefits

Performance related bonus

Pension

Private medical

25+ days holiday

Flexible working arrangements

Qualifications

• Experience in client service is essential due to the sophisticated nature of advice areas.
• Strong communication and analytical skills are key for success in this role.

Responsibilities

• Deliver exceptional client experience and support financial advisers.
• Onboard new clients and maintain existing client relationships.

Skills

Client Service Delivery

Effective Communication

Analytical Skills

Time Management

Microsoft Office

Education

Minimum two years industry experience

Tools

Microsoft Office

Job description

We are looking for an experienced client service associate to join our growing team.

You will be required to work across the team with our chartered advisers and wider client service team to deliver an exceptional client experience and an efficient support model across the business.

Client Service Associate

Southampton – Hampshire | Attractive Salary + benefits depending on experience

The Opportunity

We are looking for an experienced client service associate to join our dynamic and growing team. You will be required to work across the team with our chartered advisers and wider client service team to deliver an exceptional client experience and an efficient support model across the business.

A competitive remuneration structure is in place plus benefits.

Your Credentials

Experience is essential due to the sophisticated nature of the advice areas in which our advisers operate. Responsibilities would include:

• Client focused and passionate about service delivery
• Onboarding and documentation of new clients
• Maintain existing client relationships including managing inquiries/requests and ensuring client documentation is up to date
• Support of Financial Advisers daily practices
• Preparation of materials for client meetings including financial reports
• General administrative functions associated with Financial Advisers & Wealth Management

Key qualities would include:

• Minimum two years industry experience preferred
• Effective communicator and excellent client service skills
• Advanced in Microsoft Office
• Analytical and detail orientated
• Ability to manage multiple priorities and manage time efficiently
• Strong work ethic and willing to go the extra mile

In return:

• A competitive and attractive salary
• Performance related bonus
• Pension
• Private medical
• 25+ days holiday – depending on level
• Office based with flexible arrangement available
• Opportunity to work with and be part of an ambitious, highly qualified, and capable Wealth Management team!

The position will be based within our modern, vibrant Southampton office.

To register your interest please submit your CV via the apply button.

Please do not hesitate to contact us as we do not charge for initial meetings. We would love to hear from you.