Senior Client Service Associate

2 months ago


Weybridge, United Kingdom Coast Partnership Full time

**Are you a client services administrator looking to work for a firm committed to investing in their employees? Do you want to progress to paraplanner and above?**

**If so, this is the role for you.**

**This firm has won multiple awards for **_**Best Financial Advisers to Work for.**_

The team is friendly, knowledgeable and very fun. They're looking for someone who is the same

**Role Responsibilities**
- Meeting preparation and preparing annual review packs.
- Building client relationships and answering client queries.
- Producing accurate client portfolio valuations and statements using IO.
- Organise and diarise meetings
- Provide agendas and information requests prior to client meetings, if required
- Prioritise administration and team workflow
- Manage client queries.
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
- Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate
- Ensure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMS
- Run client risk tolerances and carry out anti-money laundering checks
- Ensure electronic client files are organised and updated, and easily accessible
- Assist with the production of management information, as required by central teams
- Assist with general administration as required e.g. ad-hoc scanning and filing

**If this sounds like the perfect opportunity for you please don't hesitate to apply**

**Salary**: £35,000.00-£40,000.00 per year

**Benefits**:

- Life insurance
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Weybridge: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Weybridge



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