Client Services Coordinator for Wealth Management
24 hours ago
Taylor James Resourcing is looking for a skilled Client Services Coordinator to support our Wealth Management team in London. As a key member of the team, you will be responsible for providing high-quality client service to Charity clients.
Responsibilities:
- Work closely with Investment Managers to discuss client requirements and arrange for account opening.
- Maintain existing client accounts, including periodic AML reviews and amendments to agreements.
- Liaise with internal teams and third parties to ensure seamless communication.
- Administer client data on internal and external systems.
- Collaborate with colleagues to deliver excellent client service.
Required Skills and Qualifications:
- Sound technical knowledge of Client take-on within an Asset Management environment.
- A working understanding of Anti Money Laundering and Compliance requirements.
Benefits:
- Competitive salary range: £35,000 - £45,000 per annum.
- Opportunity to work with a reputable firm in the Asset Management industry.
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