Account Manager
4 weeks ago
We are recruiting for a Private Clients Account Manager to provide administrative support, and to take ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service.
Preparation of client annual review meetings and compliant ongoing suitability reports following Adviser review meetings
Manage ongoing client information on back office
Deal with any ad hoc client queries
Liaise with Compliance Department, Accounts and other parts of the business to manage internal requirements of the team e.g. Weekly figures, regulatory data requirements
Support the day-to-day functions of the office liaising with other NFP companies
Previous experience working within the Private Client Wealth Management industry
Strong working knowledge of private client back office software
Good IT skills including Microsoft Office suite
Experience of cashflow modelling software
Hours: Monday – Friday, 35 Hours
Bromsgrove / Birmingham Hybrid
If this sounds like something you are interested in please apply, or contact Paige Hughes or Lucy Reed for further information.
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