Client Services Analyst

Cameron Kennedy; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in London is seeking a Client Services Analyst to provide essential front-line support to Wealth Managers. The role involves resolving queries, assisting with onboarding, and ensuring a seamless client experience. Ideal candidates should have Investment or Wealth Management client services experience. Competitive salary of £38k, plus benefits and bonus, is offered for this on-site role.

Benefits

Competitive salary

Bonus

Benefits

Qualifications

• Experience in Investment or Wealth Management Client services required.
• Proven ability to provide excellent front-line support.

Responsibilities

• Deliver high-quality front-line support to Wealth Managers.
• Resolve system-related queries and assist with onboarding.
• Manage the Client Services inbox and phone line.

Skills

Investment or Wealth Management experience

Client services support

Strong communication skills

Problem-solving abilities

Job description

Job Description

Client Services Analyst

London

£38k - Bens - Bonus

You will only be considered if you have Investment or Wealth Management Client services experience

This role does not offer sponsorship

Job Description

The Client Services Analyst is responsible for delivering high-quality front-line support to Wealth Managers and their support teams. This includes resolving system-related queries, assisting with onboarding, and ensuring a seamless client experience through efficient use of internal platforms and tools. The role involves providing both remote and in-person assistance to ensure Wealth Managers can effectively use all operational systems to serve their clients.

Principal Duties

• Develop a deep understanding of core Wealth Manager systems and act as a trusted subject matter expert for all system-related inquiries.
• Serve as the first point of contact for Wealth Managers, providing timely and accurate resolutions to operational and system queries.
• Manage the Client Services inbox and phone line, ensuring all communications are handled promptly and in line with agreed service levels.

Collaborate with internal teams to identify recurring issues and implement improvement...