Wealth Management Client Services Specialist

1 month ago

Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time
Role Overview

The Wealth Management Client Services Advisor will be responsible for addressing client queries and inquiries related to their investments. This role is essential in ensuring the smooth operation of the firm's services by maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the advisory team's daily activities.

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.
Requirements
  • 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.

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