Client services associate Work, Jobs in Chislehurst, Gtl (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 & Support Specialist- London, UK
FXSpotStream —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Project Coordinator / Team Administrator
ZHA —London
- Microsoft Powerpoint
- Microsoft Outlook
- IT
Customer Success Representative
Propel Together —London
- £35,000 - £40,000 a year
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
6d
Associate, Client Complaints Team
Royal Bank of Canada —London
- Full-time
- Organisational skills
- Financial services
3h
Client Associate
Dow Jones —London
- Salesforce
- Business development
- Communication skills
- Annual leave
- Employee discount
2d
Associate, Client Servicing
MUFG —London
- Full-time
- Computer literacy
- Analysis skills
- No degree
Executive Engagement & Sales Associate
1440Sports —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Writing skills
Quick apply
Senior Client Services Associate (Trade Processing)
OSTTRA —London
- Full-time
- Hybrid work
- Computer literacy
- Data analysis skills
- English
Quick apply
2d
Sales & Client Support Associate
Natixis —London
- Analysis skills
- Conflict management
- Financial services
2d
Operations Client Relationship Management (Associate)
Nomura —London
- AI
- Communication skills
- Time management
Client Services and Capital Development Analyst / Associate
Millennium Management —London
- Organisational skills
- Communication skills
Client Services Account Handler/ Technician (Associate)
Oneglobal —London
- Hybrid work
- Microsoft Excel
- Communication skills
Customer Success Associate
MillTechFX —London
- Full-time
- CRM software
- Writing skills
- English
- Annual leave
6d
Junior Project Lead
CUBE —London
- Full-time
- Hybrid work
SALES ASSOCIATE
Brunello Cucinelli —London
- Sales
- English
- IT
Business Support Administrator_Associate III - Corporate Services
UST —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
14d
Partnerships Associate
Juno —London
- £28,000 a year
- Full-time
Quick apply
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year

I want to receive the latest job alerts for client services associate in chislehurst, gtl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Services Associate

7IM -
London

Apply Now

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 chislehurst, gtl

Client Services Associate

Client Services Associate - London

Client Services & Support Specialist- London, UK

Project Coordinator / Team Administrator

Customer Success Representative

Associate, Client Complaints Team

Client Associate

Associate, Client Servicing

Executive Engagement & Sales Associate

Senior Client Services Associate (Trade Processing)

Sales & Client Support Associate

Operations Client Relationship Management (Associate)

Client Services and Capital Development Analyst / Associate

Client Services Account Handler/ Technician (Associate)

Customer Success Associate

Junior Project Lead

SALES ASSOCIATE

Business Support Administrator_Associate III - Corporate Services

Partnerships Associate

Client Service Executive (Investment Management)

I want to receive the latest job alerts for client services associate in chislehurst, gtl

Related Searches

Explore jobs in more locations

About The Role

About You

Jobseeker tools

Employer Tools

Browse

Stay Connected