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Client Services Executive - Wealth Management - Barnton, Cheshire, United Kingdom, CW8

£21k

My client is an award winning, market leading Wealth Management organisation who are continuing to grow and have exciting plans for the future. They are seeking an experienced Client Services Executive to join their talented team.

The role of CSE supports advisers and clients alike in their goals offering Adviser and Client Support for new business and client servicing

KEY RESPONSIBILITIES

General

  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely client data entry onto company and Third party platforms/systems to specified Service Level Agreements
  • Ongoing client communication regarding meetings, arranging appointments and diary management
  • Preparing meeting packs and Valuations for client appointments
  • Call management/ Client contact
  • Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • Checking new business paperwork, banking cheques, scanning and archiving documents
  • Facilitation of new business to Platform and Off-Platform administration teams, from submission to completion
  • Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
  • Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
  • Task and workflow management on back office system
  • Awareness and ability to apply the CST Manual methodology and adherence to agreed Service Level Agreements
  • General ad hoc admin duties as required by the Practice or assigned by the Client Service Manager
  • Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

Regulatory Responsibilities (Compliance/T&C)

  • Ability to demonstrate an understanding the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients

Qualifications, Skills and Attributes

  • Previous financial services experience is preferable
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstration of initiative

The company offer a comprehensive remuneration package and opportunities for progression in a supportive and professional working environment