Senior Wealth Management Advisor

1 day ago


Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

At Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Wealth Management Client Services Advisor to join our team. This exciting opportunity is ideal for an experienced professional with a passion for delivering exceptional client service and administrative support.

Company Overview:

Our client is a reputable private wealth advisory firm dedicated to providing top-notch financial planning and investment solutions to international investors and expatriates worldwide. With a commitment to excellence and innovation in the wealth management industry, they continue to expand their services and require a meticulous and organized individual to enhance their client service operations.

About the Role:

The Wealth Management Client Services Advisor will be responsible for addressing client queries and inquiries related to their investments, ensuring the smooth operation of the firm's services by maintaining efficiency and accuracy of client documentation, managing communications, and supporting the advisory team's daily activities. The ideal candidate will possess strong organizational skills, attention to detail, and a proactive approach to handling client service tasks.

Key Responsibilities:

  • Client Support: Provide exceptional client service by addressing queries and inquiries related to investments in a prompt and professional manner.
  • Client Documentation: Prepare, process, and maintain accurate and up-to-date client documentation, ensuring all records are current and compliant.
  • Communication Management: Serve as the primary contact for clients, effectively managing communications and responding in a timely manner.
  • 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 implementing more efficient procedures.

Qualifications:

To be successful in this role, you should have:

  • Experience: A minimum of 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 organizational 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: £35,000 - £45,000 per annum (dependent on experience).



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