Senior Financial Services Coordinator

4 days ago


Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time
Job Description

Wealth Management Client Services Advisor - Liverpool

About Our Client

Prestigious 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.
Qualifications:
  • 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.
Salary and Benefits:

£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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