Wealth Management Client Services Advisor

Independent Resourcing Consultancy Ltd; Liverpool; On-site; GBP 25,000 - 28,000; Full time

Job summary

An established industry player in wealth management is seeking a meticulous Wealth Management Client Services Advisor to enhance their client service operations. This role involves addressing client inquiries, managing documentation, and ensuring compliance with regulatory requirements. The ideal candidate will possess strong organisational skills, attention to detail, and a proactive approach to client service tasks. Join a prestigious firm dedicated to excellence and innovation in financial planning, where your contributions will play a vital role in delivering top-notch services to international investors and expatriates. This is an exciting opportunity to advance your career in a supportive and dynamic environment.

Qualifications

• 2+ years of experience in a client service role, preferably in financial services.
• Strong organisational skills and excellent verbal and written communication.

Responsibilities

• Address client inquiries and provide exceptional service.
• Prepare and maintain accurate client documentation and records.
• Collaborate with financial advisors to facilitate client services.

Skills

Organisational Skills

Communication Skills

Proactive Approach

Attention to Detail

Education

Relevant degree or certification in administration, finance, or related field

Tools

Microsoft Office Suite

Financial software or CRM systems

Job description

Liverpool, United Kingdom

£ 25,000.00 - 28,000.00 (British Pound Sterling)

About the job Wealth Management Client Services Advisor

Our client is a prestigious private wealth advisory firm catering to international investors and expatriates globally. Renowned for delivering top-notch financial planning and investment solutions, they are committed to excellence and innovation in the wealth management industry. As the firm continues to expand, they are looking for a meticulous and organised Wealth Management Client Services Advisor to join their team and enhance their client service operations.

Role Overview:

The Wealth Management Client Services Advisor will be responsible for addressing client queries and inquiries related to their investments. This role is essential in ensuring the smooth operation of the firm's services by maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the advisory team's daily activities. The ideal candidate will have strong organisational skills, attention to detail, and a proactive approach to handling client service tasks.

Key Responsibilities:

- Client Support: Address client inquiries and provide exceptional service, ensuring prompt and professional responses to investment-related queries.

- Client Documentation: Prepare, process, and maintain client documentation, ensuring all records are accurate and current.

- Communication Management: Act as the primary contact for clients, managing communications and ensuring timely responses.

- Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.

- Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.

- Coordination: Collaborate with financial advisors and other team members to facilitate client services and ensure seamless operations.

- Continuous Improvement: Identify opportunities to improve client service processes and contribute to the implementation of more efficient procedures.

Qualifications:

- Experience: 2+ years of experience in a client service role, preferably within the financial services or wealth management industry.

- Education: A relevant degree or certification in administration, finance, or a related field is preferred.

- Organisational Skills: Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.

- Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.

- Technology Proficiency: Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.

- Proactive Approach: A proactive and resourceful attitude, with the ability to anticipate needs and take initiative in completing tasks.

- Team Player: Ability to work collaboratively within a team environment and contribute positively to the company culture.

If you are a detail-oriented professional with a passion for supporting financial services, our client invites you to apply for this exciting opportunity. Join their dedicated team and play a vital role in the success of a leading wealth advisory firm by providing exceptional client service and administrative support.