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Client Services Specialist
3 months ago
Position Overview:
As a Client Services Specialist with a competitive salary of £40k+, you will operate in a fully remote capacity. Our esteemed client, a prominent SJP Practice, is dedicated to delivering tailored wealth management solutions and is seeking a highly proficient professional to enhance their client services team.
About the Company:
Our client is recognized for their commitment to a client-first philosophy, offering a comprehensive suite of services that includes investment strategy, retirement planning, and bespoke financial guidance. They prioritize the establishment of enduring client relationships and the provision of exceptional service, backed by robust paraplanning, administrative, and compliance support.
Key Responsibilities:
- Manage comprehensive client reviews for a diverse portfolio of clients, with assets ranging from £2,000 to several million.
- Engage directly with clients to facilitate effective communication and address their needs.
- Oversee disinvestment processes and ensure efficient case management through regular updates and submissions.
- Contribute to client acquisition and retention strategies while adhering to consumer duty standards.
- Maintain a high level of activity, managing up to 60 active clients monthly.
Qualifications:
The ideal candidate will possess substantial SJP experience, a solid background in administration and paraplanning, along with exceptional client service capabilities. If you are looking to advance your career in a supportive and dynamic environment, this opportunity may be the perfect fit for you.
