Client Servicing Assistant London, EC3V 9BQ Client Support

Livevacancies; Greater London; Hybrid; GBP 32,000 - 38,000; Full time

Job summary

Livevacancies in London seeks an organized, proactive administrator to support busy Financial Advisers and deliver quality client service. You will handle client onboarding, records, and regulatory tasks, acting as a reliable point of contact for planners and clients.

The role requires strong communication, problem solving and team collaboration in a fast-paced financial services environment. Financial services experience is preferred, with proficiency in Salesforce and MS Office.

Qualifications

• Experience in Finance or Financial Services is preferred.
• Confident with excellent communication and motivation.
• Clear communication with Financial Planners and the team.
• Calm under pressure in a fast-paced environment.
• Able to add value to the business and work as part of a team.
• Think laterally, challenge current processes and improve the service.
• Broad experience of Microsoft Office (Word, PowerPoint, Excel).

Responsibilities

• Liaise with third party providers to gather information for Planners so they can provide holistic financial planning to clients.
• Be the relationship manager with admin centres and other key stakeholders.
• Build strong relationships with clients and stakeholders as the first point of contact for client administration.
• Manage client records in Salesforce CRM and keep information up to date daily.
• Support workloads to ensure Service Level Agreements are met.
• Diary management for the team.
• Collaborate with internal support departments to ensure timely submissions and new client money investments.
• Manage EIS and VCT exits for clients.
• Handle client bereavements and probate processes.
• Process client withdrawals and redemptions and portfolio changes.
• Prepare ongoing advice documentation for client financial reviews.
• Oversee client onboarding administration and report to Planners daily.

Skills

Finance support

Client servicing

Communication

Problem solving

Team work

Tools

Salesforce

MS Office

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).