Wealth Management Service Advisor

1 day ago


Liverpool, Liverpool, United Kingdom Click and Connect Online Full time

Wealth Management Client Services Advisors at Click and Connect Online are responsible for delivering exceptional service to our clients. As a key member of the team, you will be addressing client inquiries and providing timely responses to investment-related queries.

Role Overview:

The ideal candidate will have strong organisational skills, attention to detail, and a proactive approach to handling client service tasks. This role is essential in ensuring the smooth operation of our services by maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the advisory team's daily activities.

  1. Client Support: Provide prompt and professional responses to client inquiries, ensuring their needs are met with courtesy and respect.
  2. Communication Management: Manage client communications, ensuring timely responses to investment-related queries.
  3. Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.
  4. Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
  5. Coordination: Collaborate with financial advisors and other team members to facilitate client services and ensure seamless operations.
Qualifications:
  1. Experience: 2+ years of experience in a client service role, preferably within the financial services or wealth management industry.
  2. Education: A relevant degree or certification in administration, finance, or a related field is preferred.
  3. Technology Proficiency: Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.
  4. Team Player: Ability to work collaboratively within a team environment and contribute positively to the company culture.

Our company offers a competitive salary of £35,000 - £45,000 per annum, depending on experience, and a range of benefits including pension scheme, life insurance, and paid holidays.



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