Client servicing assistant Work, Jobs in London (with Salaries)

Client Servicing - Core Support team
Financial Lifestyle Management —London
- £30,000 - £32,000 a year
- Full-time
- Microsoft Powerpoint
- Administrative experience
- Financial services
- Annual leave
- Employee discount
Quick apply
Commercial Assistant
Unify Ventures —London
- Up to £40,000 a year
- Full-time
- Computer literacy
- Data entry
- Financial services
- Annual leave
Quick apply
Business Unit Administrator, Banking & Markets
Northern Trust Corp. —London
- Full-time
- Microsoft Outlook
- Organisational skills
- Business
5d
Associate Client Manager, Charles River Development, Assistant Vice President
State Street —London
- Full-time
- Microsoft Powerpoint
- PMP
- Analysis skills
Senior/AVP, Europe Construction & Engineering Division
Allied World Assurance Company —London
- Full-time
- Engineering
- English
- Business development
Multinational Client Service Technician (12 Month FTC)
AXA —London
- Analysis skills
- Organisational skills
- Communication skills
3d
Underwriter I - Healthcare
AXA —London
- Customer service
- Public speaking
- Computer skills
Front Office Market Risk Analyst, Assistant Vice President
State Street —London
- Full-time
- Bachelor's degree
10d
Underwriting Operations Support Manager
Talbot Underwriting Services Ltd (TS1) —London
- Analysis skills
- Team management
- Training & development
Quick apply
11d
Assistant Boutique Manager, Harrods
A.Lange and Sohne —London
- Full-time
- English
- Training & development
- Retail management
Underwriter - Energy Liability
AXA —London
- Communication skills
Operations Manager - Property Management
JLL —London
- PMP
- Customer service
- Project management
Global Banking & Markets - Software Engineer - Vice President - London
Goldman Sachs —London
- Full-time
- AI
- Communication skills
- SDLC
- Employee assistance programme
Water Hygiene Technician
Orion Building Engineering Services —Hemel Hempstead
- £24,000 - £27,000 a year
- Overtime
- Customer service
- Employee discount
Operations Manager - Property Management
NAA-Jones Lang LaSalle Resources —London
- Full-time
- Management
- PMP
- Customer service
Quick apply
GAIN - Head of Owned Media
This is Gain Ltd —London
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Training & development
- Employee assistance programme
Quick apply
3d
Customer Operations Assistant (Shift work)
BM Coaches & Rental Ltd —Greenford
- From £30,160 a year
- Full-time
- Customer service
- Writing skills
- Microsoft Office
Quick apply
3d
Operations Manager
StudioB —London
- £45,000 - £55,000 a year
- Continuous improvement
- Team management
- Organisational skills
Wealth Management Service Executive
Deutsche Bank —London
- Full-time
- Hybrid work
- No degree
- AI
- Banking
- Employee discount
Client Operations Transformation Analyst
Triple Point —London
- Salesforce
- Analysis skills
- Financial services
10d

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Client Servicing - Core Support team

Financial Lifestyle Management -
London

Quick apply

Job details

Full-time
£30,000 - £32,000 a year

Benefits

Annual leave
Company pension
Company events
Employee discount

Qualifications

Microsoft Powerpoint
Suitability report preparation
Stakeholder liaison
Administrative support experience
Internal department liaison
Microsoft Office Suite
Administrative experience
Financial services
Client onboarding compliance checks

Full job description

Job Advert

Client Servicing - Core Support team

Job Title: Core Support
Location: London
Working style: Hybrid, three days in office
Salary: £30,000

The Company
We are a fast-paced wealth management company based in the City of London and look after over one thousand clients. Our company was born out of clients’ desire to pursue their career, take time for themselves and their families without having to worry about financial arrangements. We always put the client first and this is the basis of our success.

Role Overview:
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
Client Servicing:

Act as the first point of contact for client admin and onboarding tasks
Performing AML checks
Scan paper Client Financial Reviews (CFR) to client files and input data onto the digital database.
Managing new business submissions – submit applications and manage cases to completion.
Chase clients for funds, applications, and any required documentation to enable business to be submitted.
Preparing and writing Suitability Letters for new investments.
Managing pipeline for business submitted not yet issued
Managing e-greeting cards/Birthday cards, and post
Liaise with advisers/admin centres/third party providers on any business submission or admin queries
Action surrenders/encashments/premium amendments
Maintain accurate and up to date client information.
Support client events, marketing, and workload distribution.
Help to run a paperless office e.g. scanning documents and loading client information onto the digital database.
Supporting the team with ad-hoc projects and administrative tasks

Requirements:

Experience within financial services
Attention to detail with absolute precision.
Analytical and logical approach.
Professional, friendly and approachable manner to clients and colleagues.
Enjoys and has experience in administrative tasks.
Understand the frequently changing needs and demands of high net-worth clients.
Broad experience of Microsoft Office (Word, PowerPoint, Excel).
Experience in areas such as administration, team administrator, administrative assistant, client care, client servicing and some industry experience.

Additional Benefits:

PMI after the qualifying period
Pension after 3 months
Livi online GP
Annual leave rollover scheme
Family-friendly Benefits
Company Social Events
Company Issue Laptop and home office Budget
Stream
Perkbox
Modern & Well Equipped Office
Birthday lie-in

Because of the changing nature of our business, your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management

By applying for this role, you confirm that you have the right to work in the UK.

Please notify a member of the team if you require reasonable adjustments made if you choose to apply, by emailing [email protected]

Please note, FLM will conduct a standard financial and Identity check on any candidate who is offered a role within the company.

Quick apply

Refine Your Search

client servicing assistant jobs in london

Client Servicing - Core Support team

Commercial Assistant

Business Unit Administrator, Banking & Markets

Associate Client Manager, Charles River Development, Assistant Vice President

Senior/AVP, Europe Construction & Engineering Division

Multinational Client Service Technician (12 Month FTC)

Underwriter I - Healthcare

Front Office Market Risk Analyst, Assistant Vice President

Underwriting Operations Support Manager

Assistant Boutique Manager, Harrods

Underwriter - Energy Liability

Operations Manager - Property Management

Global Banking & Markets - Software Engineer - Vice President - London

Water Hygiene Technician

Operations Manager - Property Management

GAIN - Head of Owned Media

Customer Operations Assistant (Shift work)

Operations Manager

Wealth Management Service Executive

Client Operations Transformation Analyst

I want to receive the latest job alerts for client servicing assistant in london

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