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Client Service Associate

3 months ago

London, Greater London, United Kingdom MASECO Private Wealth Full time

Are you an ambitious, passionate, client service professional who understands the importance of giving phenomenal customer service? Would you like the opportunity to work with a growing, dynamic team to deliver the full spectrum of middle to front office support services within a niche wealth management firm? To continue the firms' growth plans we are seeking to hire a Client Service Associate to support our clients and Investment Advisers alike.


You will be responsible for managing client accounts, from onboarding and opening accounts to ongoing maintenance and service, liaising with platform providers and working with our Investment Advisers to provide what we are proud to call a Phenomenal Client Experience.

You will report to the Client Service Manager and will be expected to develop and coordinate the client service offering to ensure we consistently exceed expectations.


Specific duties and responsibilities include

  • Dealing with client queries including day to day account administration e.g. processing asset transfer and change of address requests; online access issues or questions;
  • Assemble all necessary documentation for Client Meetings, not limited to presentations/meeting materials/review documentation and confidential information;
  • Preparing new and maintaining existing client files, including scanning and filing client documents, maintaining these to the company's standards and ensuring they are compliant;
  • Datainputting in the CRM system (inhouse training will be given) ensuring information is correct and entered properly;
  • Responsible for opening new accounts and ensuring all supporting documentation is compliant;
  • Assisting clients with preparation of paperwork; ensuring all required information is sent and returned accurately and in a timely manner;
  • Diligently monitor transfers of cash and assets to and from client's accounts;
  • Recording all money movements on a daily basis and reporting weekly funds;
  • Liaising with platforms and service providers, ensuring that all communications are carried out in a professional and courteous manner;
  • Proactively service clients on an ongoing basis delivering them a PhenomenalClientExperience to support the client onboarding process and preserve ongoing client relationships;
  • Interacting with platform providers on behalf of the client, not limited to obtaining information in advance of meetings and followup for the return of documentation;
  • Build and maintain effective working relationships with clients and colleagues.

Skills and specifications for the role:

  • Can clearly understand and demonstrate giving outstanding customer service;
  • Effective presentation skills and the ability to research and package information for the team and clients;
  • Deploy assertiveness skills and use initiative when appropriate;
  • Excellent interpersonal skills; able to listen and converse well on all levels as well as exceptional written and verbal communication skills;
  • Team player with experience of working in a team environment, able to identify and help others when required;
  • Efficient time management skills to plan workload and prioritise accordingly;
  • Tactful, trustworthy, diplomatic and able to maintain confidentiality;
  • A deep rooted desire to continue to learn, develop and implement processes and procedures.

Education and qualification requirements:

  • Possess a minimum of 12 month's experience in middle to front office customer services within financial services;
  • Strong knowledge of MS Office Suite;
  • CRM experience is advantageous however training will be provided

Commitment to Equal Opportunity


MASECO believes that a diverse and inclusive workforce produces the best results and is proud to be an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, colour, nationality, ethnicity, religion or belief, national origin, age, disability, sex, sexual orientation, gender reassignment, pregnancy or any other basis protected by applicable law.

MASECO is also committed to providing reasonable accommodations to individuals with disabilities.

If you need a reasonable accommodation because of a disability for any part of the employment process, please let us know the nature of your request and your contact information.


Global Data Privacy Notice for Applicants

Job Types:
Full-time, Permanent

Salary:
Up to £30,000.00 per year

Benefits:

  • Company events
  • Cycle to work scheme
  • Life insurance
  • Private medical insurance
  • Referral programme

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Performance bonus

Education:

  • A-Level or equivalent (required)

Experience:

- middle to front office financial services: 1 year (preferred)

Work Location:
Hybrid remote in London, WC2R 0HS