Client servicing assistant Work, Jobs in Belgravia, Gtl (with Salaries)

Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Client Servicing - Core Support team
Financial Lifestyle Management —London
- £30,000 - £32,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
Quick apply
14d
Customer Services Assistant
Argyll —London
- £27,615 a year
- Microsoft Office
- Administrative experience
Quick apply
Compliance Assistant
Axi —London
- Bachelor's degree
- Financial services
- Business
- Annual leave
2h
Associate Client Manager, Charles River Development, Assistant Vice Presdient
State Street —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
2d
Assistant Underwriter, Marine Hull & Shipbuilding - SCOR Business Solutions (SBS)
SCOR —London
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
Aurum Administration Assistant
Howden Group Holdings —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Associate – Client Relations - Benelux
AllianceBernstein —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Assistant Facilities Manager
JAA-Jones Lang LaSalle Limited —London
- Full-time
- In-person
Quick apply
Corporate Actions Administrator - 12 Month FTC
Arbuthnot Latham —London
- Microsoft Office
Finance & M&A Assistant
Amber River SFIA —Maidenhead
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Bachelor's degree
- Financial services
- Annual leave
Quick apply
Prime Services Trading EMEA, Assistant Vice President, Onsite
State Street —London
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
3d
Assistant Facilities Manager
JLL —London
Part Time Showroom Sales Assistant / Bench Locksmith
Banham —London
- £16,800 - £28,000 a year
- Part-time
- Contracts
- Annual leave
- Employee assistance programme
Finance Analyst
LEWIS —London
- Microsoft Excel
- Analysis skills
- Communication skills
8h
FIX Analyst, Charles River Development, Assistant Vice President
State Street —London
- Full-time
- Team management
- Product management
New Business Solutions Analyst, Assistant Vice President
State Street —London
- Full-time
- Microsoft Office
- Project management
- Financial services
Community Care Assistant
Mega Nursing and Care —St Albans
- £14.54 - £15.10 an hour
- Part-time
- No experience needed
- English
- IT
- Referral programme
Quick apply
9d
Assistant Vice President – Eligible Collateral Schedule Negotiator – Markets Operations
Citi —London
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
9d
Primary System Analyst, Charles River Development, Assistant Vice President
State Street —London
- Full-time
- Oracle
- Customer service
- Bachelor's degree

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client servicing assistant jobs near belgravia, gtl

Client Servicing Assistant

Financial Lifestyle Management -
London

Quick apply

Job details

Full-time
£45,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Financial services
Communication skills

Full job description

Job Advert

Client Servicing Assistant

Location: London / Hybrid

The Company

We are a fast-paced wealth management company based in the City of London, looking after more than three thousand high net worth clients. Our company was founded out of our clients’ desires to pursue their career, taking time for themselves and their families, without having to worry about financial arrangements. We pride ourselves on prioritising our clients’ needs and this has been the basis of our success.

The Role

This is a brilliant opportunity for a highly driven and motivated individual to support busy Financial Advisers and help provide a first class service to their clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond in a supporting role. Within this role, you will underpin multiple Financial Advisers and be responsible for client servicing, client admin, and compliance/regulatory requirements.

Key responsibilities include:

Being responsible for liaising with third party providers to gather information for both Planners so that they can provide holistic financial planning solutions to their clients.
Key relationship manager with main stakeholders including admin centres.
Building strong relationships with all clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with technical admin queries
Managing client records for the Financial Advisers via the CRM software, Salesforce, ensuring that the necessary information is captured and kept up to date on a daily basis.
Supporting workloads within the team to ensure Service Level Agreements are maintained.
Managing EIS and VCT exits for clients.
Managing client bereavements and probate process.
Processing client withdrawals and redemptions.
Processing submissions and new client money including liaising with clients regarding bank details and timescales.
Processing client portfolio changes and rebalancing.
Processing ongoing advice documentation for client financial reviews.
Processing client capital gain disposals.
Client onboarding administration.
Reporting to the Planners on a daily basis.
This list is not exhaustive.

Must have the following qualities: -

Ideally, have experience of working in Finance or Financial Services.
Confident professional with excellent communication skills, energy and the ability to motivate others
Ensure clear communication with both Financial Planners and the team
Common sense, influencing skills and enjoy problem solving
Reliable
Calm under pressure, thrive in a fast-paced environment and are solution focussed
Attention to detail
Have a good understanding of how you can add value to this business
Enjoy working as part of a team
Ability to think laterally, challenge current process, and find ways to improve the service.
Broad experience of Microsoft Office (Word, PowerPoint, Excel).

Quick apply

Refine Your Search

client servicing assistant jobs in belgravia, gtl

Client Servicing Assistant

Client Servicing - Core Support team

Customer Services Assistant

Compliance Assistant

Associate Client Manager, Charles River Development, Assistant Vice Presdient

Assistant Underwriter, Marine Hull & Shipbuilding - SCOR Business Solutions (SBS)

Aurum Administration Assistant

Associate – Client Relations - Benelux

Assistant Facilities Manager

Corporate Actions Administrator - 12 Month FTC

Finance & M&A Assistant

Prime Services Trading EMEA, Assistant Vice President, Onsite

Assistant Facilities Manager

Part Time Showroom Sales Assistant / Bench Locksmith

Finance Analyst

FIX Analyst, Charles River Development, Assistant Vice President

New Business Solutions Analyst, Assistant Vice President

Community Care Assistant

Assistant Vice President – Eligible Collateral Schedule Negotiator – Markets Operations

Primary System Analyst, Charles River Development, Assistant Vice President

I want to receive the latest job alerts for client servicing assistant in belgravia, gtl

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