Client Service Associate

1 day ago


London, United Kingdom Page Personnel Finance Full time

The purpose of the Client Service Associate is to support and deputise for the client and investment administration manager along with delivering high quality client service to partners.

**Client Details**

The financial services client based in the city of London is an IFA business with a wealth management arm who are rapidly growing. The team have have considerable experience and understanding of pensions, estate and financial planning, investment strategyand fund selection, as well as a passion to give clients the best advice possible, and to serve them well.

**Description**

The key duties for the Client Service Associate:
Placing of transactions with platforms (predominantly Embark)
- Recording and monitoring of transactional data.
- Monitoring of cash balances of client investments.
- Maintenance of Implementation Spreadsheet and production of transaction summaries.
- Assistance in ensuring data on Adviser Office and investment provider websites is accurate and up-to-date.
- Assistance in preparation of tax packs for all clients.
- Deputising for Client and Investment Administration Manager in his absence.

**Profile**

The pre-requisites for the Client Service Associate:

- Excellent communication skills
- Discretion and integrity
- Proactive approach
- Flexibility
- Drive and determination
- Meticulous attention to detail
- Ability to work under pressure and to tight timescales
- Team player and able to work under own initiative
- Planning and organisational skills
- Business and commercial awareness
- Enquiring mindset
- Broad knowledge of Adviser Office (desirable though not essential)
- Working knowledge of Excel spreadsheets

**Job Offer**

Competitive salary (£28,000-£32,000) plus bonus

Full benefits package

Excellent career progression, environment and support



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