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

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
Client Assistant, Sponsorship & Consultancy
Dentsu —London
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
- Employee discount
Investment Administrator - Client Transitions
Arbuthnot Latham —London
- Microsoft Excel
- Microsoft Office
- Communication skills
10d
Corporate Actions Administrator - 12 Month FTC
Arbuthnot Latham —London
- Microsoft Office
Senior Business Analyst - 12 Month FTC
Future Publishing —London
- £75,000 - £85,000 a year
- Temporary
- Hybrid work
- Project management
- Bachelor's degree
- Driving
- Referral programme
Quick apply
3d
Assistant Boutique Manager, Harrods
A.Lange and Sohne —London
- Full-time
- Sales
- English
9d
Analyst, Portfolio Manager
European Bank for Reconstruction and Development —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
3d
FIX Analyst, Charles River Development, Assistant Vice President
State Street —London
- Full-time
- Team management
- Product management
Integration Analyst, Globallink Analytics Developer, Assistant Vice President
State Street —London
- Full-time
- Computer Science
- SQL
- Bachelor's degree
1d
Equity Derivatives - Corporate Action Adjustments & Data Integrity (Assistant Vice President)
Citi —London
- Full-time
- Hybrid work
- Data analysis skills
- SQL
- Project management
- Employee assistance programme
- Employee discount
Transfer Pricing Manager
PKF Littlejohn —London
- Full-time
- Management
- Tax experience
- Annual leave
Product Management - Private markets, Charles River Development, Assistant Vice President
State Street —London
- Full-time
- Master's degree
- Bachelor's degree
- Product management
Senior Information Architect-London
Northern Trust Corp. —London
- Full-time
- Computer Science
- Engineering
- Master's degree
Compliance Assistant
Axi —London
- Bachelor's degree
- Financial services
- Business
- Annual leave
Operations Manager
StudioB —London
- £45,000 - £55,000 a year
- Full-time
- Project management
- Organisational skills
- AI
Wealth Management Service Executive
Deutsche Bank —London
- Full-time
- Hybrid work
- No degree
- AI
- Banking
- Employee discount
1d
Finance Analyst
LEWIS —London
- Microsoft Excel
- Analysis skills
- Communication skills
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
International Audit - Audit Manager, AVP
State Street —London
- Full-time
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Work from home
5d

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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
Microsoft Word
Microsoft Excel
Microsoft Office
Administrative experience
Financial services

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 romford, gtl

Client Servicing - Core Support team

Client Assistant, Sponsorship & Consultancy

Investment Administrator - Client Transitions

Corporate Actions Administrator - 12 Month FTC

Senior Business Analyst - 12 Month FTC

Assistant Boutique Manager, Harrods

Analyst, Portfolio Manager

FIX Analyst, Charles River Development, Assistant Vice President

Integration Analyst, Globallink Analytics Developer, Assistant Vice President

Equity Derivatives - Corporate Action Adjustments & Data Integrity (Assistant Vice President)

Transfer Pricing Manager

Product Management - Private markets, Charles River Development, Assistant Vice President

Senior Information Architect-London

Compliance Assistant

Operations Manager

Wealth Management Service Executive

Finance Analyst

Assistant Vice President – Eligible Collateral Schedule Negotiator – Markets Operations

International Audit - Audit Manager, AVP

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