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.
This is a hugely important role in delivering client support, working closely with the Paraplanning team and Financial Advisers.
An outstanding, Chartered firm of Financial Planners who have been providing financial advice to private and corporate clients for more than 30 years.
Directly authorised with their own in-house investment offering, the firm have an outstanding repuration within the industry and now look after north of £650m in assets under management.
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 private client 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.