Client Servicing Assistant

Livevacancies; Greater London; On-site; GBP 28,000 - 32,000; Full time

Job summary

Livevacancies seeks a proactive administrator to support busy Financial Advisers in our City of London offices. You will manage client servicing, admin tasks and regulatory requirements, acting as the essential link between advisers, clients, and external providers.

The role focuses on maintaining client records, processing onboarding, and coordinating with internal teams to ensure timely investments and compliant service.

Qualifications

• Experience in Finance or Financial Services.
• Excellent communication skills and ability to motivate others.
• Clear communication with Financial Planners and team.
• Strong problem solving and influencing skills.
• Reliable, calm under pressure in a fast-paced environment.
• Understanding of how to add value to the business.
• Team player with cooperative attitude.
• Broad experience of Microsoft Office.

Responsibilities

• Liaise with third party providers to gather information for planners to deliver holistic financial planning.
• Be the main relationship manager with admin centres and stakeholders.
• Build strong client relationships as the first point of contact for client admin and queries.
• Manage client records in Salesforce CRM daily to keep information updated.
• Support team workloads to maintain Service Level Agreements.
• Diary management and cross-department collaboration.
• Process onboarding, client money submissions, and new client activity.
• Assist with EIS/VCT exits, bereavements, probate, withdrawals, and portfolio changes.
• Prepare ongoing advice documentation for client reviews.

Skills

Finance/financial services experience

Communication skills

Team working

Problem solving

Calm under pressure

Attention to detail

Microsoft Office

Salesforce

Tools

Salesforce

Job description

We are a fast-paced wealth management company based in the City of London, looking after more than three thousand high net worth clients. Our company was founded out of our clients' desires to pursue their career, taking time for themselves and their families, without having to worry about financial arrangements. We pride ourselves on prioritising our clients' needs and this has been the basis of our success.

The Role

This is a brilliant opportunity for a highly driven and motivated individual to support busy Financial Advisers and help provide a first class service to their clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond in a supporting role.

Within this role, you will underpin multiple Financial Advisers and be responsible for client servicing, client admin, and compliance/regulatory requirements.

Key responsibilities include:

• Being responsible for liaising with third party providers to gather information for both Planners so that they can provide holistic financial planning solutions to their clients.
• Key relationship manager with main stakeholders including admin centres.
• Building strong relationships with all clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with technical admin queries.
• Managing client records for the Financial Advisers via the CRM software, Salesforce, ensuring that the necessary information is captured and kept up to date on a daily basis.
• Supporting workloads within the team to ensure Service Level Agreements are maintained.
• Diary management.
• Working closely with other internal support departments to ensure submissions and new client money is invested in a timely manner.
• Managing EIS and VCT exits for clients.
• Managing client bereavements and probate process.
• Processing client withdrawals and redemptions.
• Processing client portfolio changes and rebalancing.
• Processing ongoing advice documentation for client financial reviews.
• Client onboarding administration.
• Reporting to the Planners on a daily basis.

*This list Is not exhaustive.

Must have the following qualities: -

• Ideally, have experience of working in Finance or Financial Services.
• Confident professional with excellent communication skills, energy and the ability to motivate others
• Ensure clear communication with both Financial Planners and the team
• Common sense, influencing skills and enjoy problem solving.
• Reliable
• Calm under pressure, thrive in a fast-paced environment and are solution focussed
• Have a good understanding of how you can add value to this business
• Enjoy working as part of a team
• Ability to think laterally, challenge current process, and find ways to improve the service.
• Broad experience of Microsoft Office (Word, PowerPoint,Excel).