Senior Financial Services Coordinator
4 days ago
Wealth Management Client Services Advisor - Liverpool
About Our ClientPrestigious private wealth advisory firm catering to international investors and expatriates globally.
Renowned for delivering top-notch financial planning and investment solutions, they are committed to excellence and innovation in the wealth management industry.
Key Responsibilities:- Client Support: Address client inquiries and provide exceptional service, ensuring prompt and professional responses to investment-related queries.
- Client Documentation: Prepare, process, and maintain client documentation, ensuring all records are accurate and current.
- Communication Management: Act as the primary contact for clients, managing communications and ensuring timely responses.
- Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.
- Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
- Coordination: Collaborate with financial advisors and other team members to facilitate client services and ensure seamless operations.
- Continuous Improvement: Identify opportunities to improve client service processes and contribute to the implementation of more efficient procedures.
- Experience: 2+ years of experience in a client service role, preferably within the financial services or wealth management industry.
- Education: A relevant degree or certification in administration, finance, or a related field is preferred.
- Organisational Skills: Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.
- Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.
- Technology Proficiency: Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.
- Proactive Approach: A proactive and resourceful attitude, with the ability to anticipate needs and take initiative in completing tasks.
- Team Player: Ability to work collaboratively within a team environment and contribute positively to the company culture.
£35,000 - £45,000 per annum, depending on experience. Benefits include access to ongoing training and development opportunities, a comprehensive employee assistance program, and a generous annual leave entitlement.
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