Wealth Management Client Services Specialist

Mason Blake; Greater London; On-site; GBP 32,000 - 46,000; Full time

Job summary

Mason Blake seeks an experienced Client Services Associate to support affluent clients in investments and pensions. You will deliver high-quality service across calls, emails and meetings, manage onboarding and complex transfers, and coordinate with internal teams and external providers to ensure a seamless client experience.

You will work with sophisticated clients, maintain up-to-date knowledge of markets and regulatory considerations, and contribute to improvements in client-service processes

Qualifications

• Experience in investments, wealth management, private banking, pensions or financial services.
• Strong knowledge of pensions and investment products.
• Experience working with affluent or high-net-worth clients.
• Excellent communication, relationship-management and problem-solving skills.
• Confidence handling complex or sensitive client situations.
• A relevant Level 4 financial services qualification, such as an investment, financial planning or investment management qualification.
• Degree-level education or equivalent professional experience.

Responsibilities

• Provide a high level of service to affluent and HNW clients across telephone, digital channels and scheduled meetings.
• Manage client onboarding, ensuring a smooth and professional experience.
• Handle complex pension and investment transfers, coordinating with internal teams and external providers.
• Lead client meetings relating to pension and investment services.
• Act as an escalation point for complex queries and support colleagues with specialist knowledge.
• Keep up to date with investment markets, products, pensions and relevant regulatory considerations.
• Contribute to team training, knowledge sharing and improvements to client-service processes.

Skills

Client relationship management

Communication

Problem-solving

Attention to detail

Pensions knowledge

Education

Level 4 financial services qualification

Degree-level education or equivalent experience

Job description

Mason Blake seeks an experienced Client Services Associate to support affluent clients in investments and pensions. You will deliver high-quality service across calls, emails and meetings, manage onboarding and complex transfers, and coordinate with internal teams and external providers to ensure a seamless client experience.

You will work with sophisticated clients, maintain up-to-date knowledge of markets and regulatory considerations, and contribute to improvements in client-service processes