Remote Client Services Associate, Wealth & Advisory

Confidential; United States; Remote; USD 36,000 - 44,000; Full time

Job summary

Confidential is recruiting on behalf of a growing US wealth planning business establishing its Manchester team. You will start in administration, data management and operational support, building specialist knowledge and client relationships for potential progression to a Client Advisor role.

The starting salary is 30,000, with training and professional qualifications available and opportunities for international postings.

Qualifications

• Excellent attention to detail and a commitment to accuracy.
• Strong written and verbal communication skills.
• Excellent organisation and the ability to manage competing priorities.
• A proactive approach to problem solving and following tasks through.
• The ability to learn complex information and apply it carefully.
• Confidence and professionalism when dealing with clients and colleagues.
• Ambition, curiosity and a genuine desire to develop a specialist career.
• A strong work ethic and willingness to take on increasing responsibility.

Responsibilities

• Learning the business and getting the detail right.
• Managing daily data feeds and updating internal systems.
• Maintaining accurate client and policy records.
• Gathering and checking information from insurers, advisers and internal colleagues.
• Supporting policy reviews and ongoing servicing processes.
• Carrying out quality checks and helping ensure information is complete and accurate.
• Monitoring outstanding actions and helping keep processes running smoothly.
• Learning the business's products, systems and procedures.
• Communicating professionally with clients, advisers and other stakeholders.
• Responding to queries and coordinating requests through to completion.
• Keeping clients and relevant parties updated on progress.
• Helping resolve issues by gathering information and working with the appropriate teams.
• Building an understanding of client needs and the arrangements supporting them.
• Developing the confidence and knowledge to handle more complex client matters.

Skills

Attention to detail

Written and verbal communication

Organization

Problem solving

Learning ability

Professionalism

Ambition

Work ethic

Job description

Confidential is recruiting on behalf of a growing US wealth planning business establishing its Manchester team. You will start in administration, data management and operational support, building specialist knowledge and client relationships for potential progression to a Client Advisor role.

The starting salary is 30,000, with training and professional qualifications available and opportunities for international postings.