Wealth Client Services Associate

Financial Lifestyle Management Ltd.; 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

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.