Client Service and Relationship Manager

1 month ago

London, Greater London, United Kingdom BOS WEALTH MANAGEMENT LIMITED Full time
Job Summary

This role is responsible for providing exceptional client service and administrative support to Relationship Managers based in London. The successful candidate will be responsible for building and maintaining strong relationships with Ultra High Net worth/High Net worth clients, ensuring seamless transaction processing and service delivery.

Main Responsibilities
  • Provide comprehensive support in client service, client relationship building, and account maintenance to deliver outstanding service to clients and support the business activities of Relationship Managers.
  • Liaise with clients, service providers, and business support teams to ensure prompt and efficient transaction processing and service delivery.
  • Ensure all operational processes are performed in accordance with internal policies and regulatory requirements.
  • Participate in projects and User Acceptance Testing (UAT) for new systems before implementation.
  • Proactively manage own development needs and attend relevant training for continuous improvement.
  • Manage client complaints and escalations in a professional and timely manner.
Requirements
  • Degree or Diploma holder from a reputable institution.
  • Minimum 5 years of relevant experience in client servicing or Front Office sales support within financial institutions.
  • Ability to work with complex account structures and documentation requirements.
  • Proficiency in financial tools such as Bloomberg is preferred.
  • Basic understanding of credit and lending concepts.

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