Client Services Apprentice

4 months ago

Newton Abbot, United Kingdom Maskery Wealth Management Full time

You will be one of our front-facing, customer-focused colleagues that will meet and greet clients, direct them to the services they require and then assist your colleague with the back-of-house function to facilitate great service. You will always have the customer as your priority with everything you do. Whether you are organising documentation, updating client mail, or helping one our advisors with ad hoc requirement; your main priority is the customer.

About the Employer:
Maskery Wealth is an award-winning local company partnered with a FTSE 100 company - ST James Place. We look after over £180 million worth of customer assets with St James place looking after £179 Billion worth of assets. We have an exceptionally positive view to staff training, retention, and job satisfaction. We always aim to keep our team engaged, happy and overall happy to be here. We want each colleague to feel like they contribute to the bigger picture and that starts from the ground up. Once you start with us, we want you to stay.
- Supporting the Partner/Office Manager by dealing effectively with the day-to-day business operation along with maintaining and updating client and prospect information
- Assisting with operating and maintaining effective systems, processes, and procedures (as directed), which enable the Partner/Advisers to optimise client meetings.
- Communicating effectively with internal and external customers
- Support the Partner/Office Manager to ensure the end-toend business process is adhered to and tracked efficiently in line with Partner and regulatory standards
- Assisting with maintaining accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Partner
- Liaise with Head Office & admin centres as directed
- Assisting with preparing files including compliance required documentation; research; illustrations; supporting documentation, prior to sale
- Assist with preparing portfolio valuations as requested
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
- Attend and contribute to regular update meetings with the Partner/Operations Manager
- Maintain technical competence at an appropriate level to meet the requirements of the role
- Maintain a good working relationship with colleagues, clients and third parties.
- To support the Partner/Operations Manager/Relationship Manager/Admin Staff with and contribute to all projects.
- Attend forums and workshops as appropriate
- To achieve daily and quarterly goals and satisfy the priorities agreed with the Partner/Practice Manager

You will benefit from an excellent, time-tested training package to start your Maskery journey. We use a high-quality online training platform to deliver your mandatory training and industry specific training. Not only do you receive our excellent formal training, but you also get a dedicated buddy and constantly, evaluated on the job training.

You will also get to experience who we are in the bigger picture by visiting our head offices and meeting some of the Senior Managers within the larger organisation.

If successful, you will be enrolled onto a 18-month Level 2 Customer Service Practitioner Apprenticeship at South Devon College. You will attend weekly taught lessons at South Devon College which will give you the knowledge and understanding to become a proficient Customer Service Practitioner.

You will participate in 12 months of taught sessions, completing the remainder of your apprenticeship under self-study. Supported by your Assessor Coach, Course Tutor and the team here at Maskery Wealth Management, you will get the chance to hone these skills daily.

**Job Types**: Full-time, Apprenticeship

Pay: From £12,506.00 per year

**Benefits**:

- Bereavement leave
- Company events
- Financial planning services
- Free parking
- Health & wellbeing programme
- Private medical insurance

Schedule:

- Holidays
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus
- Yearly bonus

**Experience**:

- Customer service: 1 year (preferred)

Work Location: In person

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