Financial Services Specialist
3 weeks ago
Our client, Click and Connect Online Limited, is a 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.
The ideal candidate will have strong organisational skills, attention to detail, and a proactive approach to handling client service tasks. Key responsibilities include addressing client inquiries and providing exceptional service, preparing and maintaining accurate client documentation, managing communications, and collaborating with financial advisors and other team members.
We estimate that the salary for this role will be around £35,000 - £40,000 per annum, depending on experience. The successful candidate will have 2+ years of experience in a client service role, preferably within the financial services or wealth management industry, and a relevant degree or certification in administration, finance, or a related field.
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 accurate client documentation, ensuring all records are up-to-date.
- 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.
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