Wealth Management Client Services Advisor Dudley

3 days ago


Dudley Wood, United Kingdom Independent Resourcing Consultancy Ltd Full time

Our client is a prestigious private wealth advisory firm catering to international investors and expatriates globally. Renowned for delivering topnotch financial planning and investment solutions they are committed to excellence and innovation in the wealth management industry. As the firm continues to expand they are looking for a meticulous and organised Wealth Management Client Services Advisor to join their team and enhance their client service operations.

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 firms services by maintaining the efficiency and accuracy of client documentation managing communications and supporting the advisory teams daily activities. The ideal candidate will have strong organisational skills attention to detail and a proactive approach to handling client service tasks.
Key Responsibilities:
Client Support: Address client inquiries and provide exceptional service ensuring prompt and professional responses to investmentrelated 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.
Qualifications:
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.
If you are a detailoriented professional with a passion for supporting financial services our client invites you to apply for this exciting opportunity. Join their dedicated team and play a vital role in the success of a leading wealth advisory firm by providing exceptional client service and administrative support.



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

    Our client 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.As the firm continues to expand, they are looking for a meticulous and organised...


  • Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Our client is a prestigious private wealth advisory firm catering to international investors and expatriates globally. Renowned for delivering topnotch financial planning and investment solutions they are committed to excellence and innovation in the wealth management industry. As the firm continues to expand they are looking for a meticulous and organised...


  • Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Our client 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. As the firm continues to expand, they are looking for a meticulous and...


  • Dudley Wood, United Kingdom Click And Connect Online Limited Full time

    Company Overview: My client is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe.Known for providing exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management industry.As they continue to grow, they are seeking a...


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

    Company Overview: My client is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe. Known for providing exceptional financial planning and investment solutions they are dedicated to maintaining excellence and innovation in the wealth management industry. As they continue to grow they are seeking a...


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

    Wealth Management Client Services ProfessionalEstimated Salary: $60,000 - $80,000 per annum.At Click and Connect Online Limited, we are seeking a detail-oriented Wealth Management Client Services Professional to join our team. The ideal candidate will have strong organisational skills, attention to detail, and a proactive approach to handling client service...


  • 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...


  • Dudley, United Kingdom Crossroads Care Attendant Scheme Ltd Full time

    Crossroads Caring for Carers is an affiliated partner of the Carers Trust, who support carers of all ages. We are particularly proud to be providing Dudley Young Carers services throughout the whole of Dudley, on behalf of Dudley Council, who invest heavily in supporting carers of all ages. Currently we have an exciting opportunity for two 20 hour per week...


  • Dudley, United Kingdom CV-Library Full time

    Black Country Women's Aid Let us introduce ourselves… Black Country Women's Aid (BCWA) is an established charity working across the Black Country and wider West Midlands providing accommodation and community support services to victims of domestic abuse, sexual abuse and human trafficking. Services range from advocacy, civil remedies,...


  • Dudley, United Kingdom Interaction Recruitment Full time

    **Customer Service Advisor - Home Working / Full Time** **Role Profile**: ***Must be based in Dudley** **Contract**: Temporary to Permanent **Hourly Rate**: £10.42ph - Paid Weekly **Full Time**: Monday - Friday - Must be fully flexible between 8am-6pm; **Paid Training**: 2 weeks of full time office based training 9am - 5pm. Home working after...

  • Dudley Service Expert

    2 months ago


    Dudley, Dudley, United Kingdom beBee Professionals Full time £25,000 - £35,000

    beBee Professionals in Dudley is seeking a Dudley Service Expert to deliver excellent customer service and contribute to operational success.Key Responsibilities:Engage with customers to provide service and support.Participate in all aspects of the operational workflow.Collaborate with team members to meet and exceed goals.Requirements:High school diploma or...


  • Dudley Wood, United Kingdom Teaching Personnel Full time

    Psychology Graduate Location: Dudley Salary: £425 to £450 per week Contract: Temporary to Full Time Hours: Monday to Friday (8:30 to 3:30pm)   Are you a Psychology Graduate, or have studied a degree in a related field?Are you looking for a challenging role which involves supporting young people to help inspire pupils to succeed?Teaching personnel are...


  • Dudley Wood, United Kingdom Aspire People Full time

    Are you passionate about literature and language?Aspire People is looking for a dynamic and dedicated English Teacher to join a supportive school in Dudley.If you have a knack for engaging students and nurturing their love for English, we want to hear from you!Key Responsibilities: Deliver inspiring English lessons to Key Stage 3 and 4 students.Create a...


  • Dudley, United Kingdom Interaction Recruitment Full time

    Customer Service Advisor Home Working after Training **Must be live in or close to Dudley** Role Profile: Contract: Temporary to Permanent Hourly Rate: £10.42ph - Paid Weekly Hours: Full Time, Monday - Friday fully flexible between 8am-6pm; Paid Training: 2 weeks of full time training 9am - 5pm Onsite DY1 **You will work from home once training is...


  • Dudley Wood, United Kingdom Black Country Healthcare Nhs Foundation Trust Full time

    Job summary Cancer Clinical/Counselling Psychologist 8b Dudley - Physical Health Psychology BLACK COUNTRY HEALTHCARE NHS FOUNDATION TRUST Hours / sessions per week hours per week Additional working pattern details WTE vacancy in cancer services (Dudley) We are pleased to offer this exciting opportunity to develop your career within our friendly and dynamic...


  • Dudley Wood, United Kingdom Black Country Healthcare Nhs Foundation Trust Full time

    Applications are invited for a full-time Consultant in Old Age Psychiatry based at Bushey Fields Hospital Dudley to join 2 existing Consultants.This existing post is within a well-established supportive service working both on the in-patient wards and in the community, having retained the Continuity of Care model.The Consultant will lead a team of other...

  • Sales Advisor

    6 months ago


    Dudley, United Kingdom Jam Staffing Solutions LTD Full time

    JAM Staffing Solutions are seeking a **Sales Advisor** to join our clients showroom team based in Dudley. You will be the customers first point of call and will support with any retail queries they may have. If you have a love for customer service and have a **minimum of 2 years experience**, this is the opportunity for you. **Duties include**: - Meeting &...

  • Teaching Assistant

    3 weeks ago


    Dudley Wood, United Kingdom Horizon Care & Education Full time

    Horizon Care and Education have an exciting opportunity for a Teaching Assistant to join our fantastic team in Dudley Port School.Dudley Port School is a positive, friendly co- educational day school in Wolverhampton, supporting young people at primary, secondary and post-16 level.The school meets the needs of a diverse group of pupils with a range of...


  • Dudley, Dudley, United Kingdom Creative Support Full time

    Dudley Regional CoordinatorCreative Support seeks a skilled and compassionate Dudley Regional Coordinator to lead our teams in delivering high-quality care and support to individuals with learning disabilities, mental health issues, and autism.Main Responsibilities:Manage a range of services across Dudley, ensuring person-centred care and support.Liaise with...


  • Dudley Wood, United Kingdom Nhs Full time

    Consultant Psychiatrist - Older Adults - DudleyBlack Country Healthcare NHS Foundation TrustApplications are invited for a full-time Consultant in Old Age Psychiatry based at Bushey Fields Hospital Dudley to join 2 existing Consultants. This existing post is within a well-established supportive service working both on the in-patient wards and in the...