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.
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.
By joining our business, you will become a key member of a growing Facultative Reinsurance Client Servicing team in Ipswich, working alongside sales and broking colleagues in London, our global network offices, our direct clients and our operational team in Mumbai.
We place bespoke facultative reinsurance solutions for our diverse client base, ranging from large and small overseas insurance companies, local insurers and Lloyd's Syndicates.
There will be the opportunity for remote home working, alongside the more traditional office-based role.