This role will support the Reception & Client Services Manager, ensuring that all visitors and clients are greeted in a warm and professional manner and that all reception areas operate a high-quality service at all times.
This is a fantastic opportunity to join our market leading, Reception and Client Services department that provides high-quality advice to private and commercial clients.
The department comprises of Reception and Client Services Manager, Reception and Client Services Supervisor, Client Receptionist, and a Client Hospitality Assistant.
We are looking for a Client Servicing Lead for our client based in London.
You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts.
Responsibilities
Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year.
The role will be client facing and will also work closely with the Finance and Risk & Compliance teams.
This is an entry level role responsible for all billing and New Business Intake ('NBI') tasks for an allocated number of partners and their clients and will be a pipeline to the Client Relationship Specialist role.
The role will be categorised as 'Mobile' in line with the firm's Mobile Working policy.
They will manage and lead the service areas to ensure the services are delivered to a high standard according to company's ethos and in accordance with policy and procedure, whilst also identifying and responding effectively to new service delivery opportunities.
The successful candidate will be responsible for the operational delivery of the charity's varied programme, to include therapeutic counselling and social inclusion.
This is an incredible opportunity for someone to make a real difference to peoples' lives and qualities of life and provide them with a brighter, happier future.
Maintenance of collateral audit database and ensure effective client service.
Responsibility for assisting the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly).
Supporting the CE Manager and Portfolio Manager/s with the administrative function of the back office, to include remittance and collateral analysis, monthly reconciliation, processing of debt soundings and client payments.
Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
Due to an increase in business activity, they are now looking to further expand their teams are seeking a number of trainee and experienced Client Service Associates/Customer Service Associates within their Surrey based offices.
The roles offer an element of remote working where you will be required to be in the office a minimum of 3 days every couple of weeks, with the rest of your time working from home.
We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities.