Client services associate Work, Jobs in Whyteleafe, Sry (with Salaries)

Client Services Associate
7IM —London
- Microsoft Word
- CRM software
- Writing skills
Client Services Associate - London
TransPerfect —London
- Full-time
- Hybrid work
- English
- Analysis skills
- Bachelor's degree
Quick apply
Client Services Associate
Partners Capital —London
- Analysis skills
- Organisational skills
- Communication skills
- Life insurance
Client Services & Support Specialist- London, UK
FXSpotStream —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Customer Success Representative
Propel Together —London
- £35,000 - £40,000 a year
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
8d
Executive Engagement & Sales Associate
1440Sports —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Writing skills
Quick apply
Client Associate
Dow Jones —London
- Salesforce
- Business development
- Communication skills
- Annual leave
- Employee discount
4d
Associate - Financial Benefits
Gallagher —Tower
- Bachelor's degree
- No degree
Senior Client Services Associate (Trade Processing)
OSTTRA —London
- Full-time
- Hybrid work
- Computer literacy
- Data analysis skills
- English
Quick apply
4d
Receptionist / Office Administrator / Payroll Clerk
KMP Associates —Hornchurch
- £15.00 - £16.50 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Data entry
Quick apply
2d
Client Response Associate
BTS —London
- Full-time
- Hybrid work
- Communication skills
Customer Experience Associate
KITH —London
- £14.42 an hour
- Part-time
- Customer service
- Cash handling
- Communication skills
Associate, Client Service
HarbourVest Partners —London
- Full-time
- Hybrid work
- CRM software
- Analysis skills
- Bachelor's degree
Client Services Account Handler/ Technician (Associate)
Oneglobal —London
- Hybrid work
- Writing skills
- Computer skills
- Communication skills
Client Services and Capital Development Analyst / Associate
Millennium Management —London
- Organisational skills
- Communication skills
Operations Client Relationship Management (Associate)
Nomura —London
- AI
- Communication skills
- Time management
Client Relations Associate
Puma Capital Group —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Financial services
Associate
Ropes & Gray LLP —London
- IT
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
Operations Associate
Incite —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Writing skills
Quick apply

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Client Services Associate

7IM -
London

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Job details

Permanent

Qualifications

Microsoft Word
CRM software
Financial Conduct Authority guidelines
Pension
Meeting coordination
Client engagement
Stakeholder liaison
Writing skills
Filing
Case record updates
Internal department liaison
Microsoft Office Suite
Numeracy
Continuous improvement
Financial services
Communication skills
Certificate in Insurance

Full job description

About The Role

Purpose:
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.

Responsibilities:

Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post-meeting documentation
Creating Statements of Suitability (SOS) for clients post meeting and ensuring the annual review process is completed in a timely manner
Help to input and process new business application forms, including GIA/ISA/SIPP,VCTS/EIS, Protection & Bonds, ensuring client accounts are set up correctly, including fee rates and account groups.
Set up fee estimations on Commpay and ensure timely processing of initial fees
Complete new business cases on the CRM system (Xplan), including advice events, ensuring the system is kept up to date
Maintain compliant advice files in Practice Management System (Xplan)
Be a second point of contact for clients to assist with queries and updates on transfers
Action dealing instructions directly from clients and the Advisers for ongoing placement including switches, rebalances, investing monies and raising funds
Process bond encashments and withdrawals
Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
Continually look at ways to enhance operational systems and procedures to maximise efficiencies, e.g., Xplan
Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required
Filing, in accordance with 7IM and FCA procedures
Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
Other duties, as reasonably required by the line manager and 7IM

About You

Skills:

Accuracy and attention to detail
Organisation of own workload to meet deadlines
Client-focused, delivering a high standard of client service
Must be proactive and able to use initiative
Good communication skills, both oral and written
Adaptive to change
Proficient in MS Word/Excel
Ability & willingness to identify and suggest improvements in processes/service levels

Knowledge:

Experience in Client Services within Wealth Management is essential
Minimum of 2-3 years’ experience in a Financial Services company
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Good working knowledge of all Microsoft Office applications, specifically Excel
Good knowledge of operational administration, including settlement and transfers

Qualifications:

Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
Working towards or completed an industry examination such as CII Level 4 Financial Planning qualification

Other relevant information:

Reports into the Client Services Team Manager

Apply Now

Refine Your Search

client services associate jobs in whyteleafe, sry

Client Services Associate

Client Services Associate - London

Client Services Associate

Client Services & Support Specialist- London, UK

Customer Success Representative

Executive Engagement & Sales Associate

Client Associate

Associate - Financial Benefits

Senior Client Services Associate (Trade Processing)

Receptionist / Office Administrator / Payroll Clerk

Client Response Associate

Customer Experience Associate

Associate, Client Service

Client Services Account Handler/ Technician (Associate)

Client Services and Capital Development Analyst / Associate

Operations Client Relationship Management (Associate)

Client Relations Associate

Associate

Client Service Executive (Investment Management)

Operations Associate

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