Client Services Assistant

2 weeks ago

Lamberhurst Quarter, Kent, United Kingdom SeventySeven Wealth Management Full time £20,000 - £35,000 per year

Job Advert

Are you ready to take on an exciting role in a growing local business?

We are looking for a Client Services Assistant to join our small but growing team. This is a client facing role which will involve being the first point of call for most clients when liaising with SeventySeven.

This is a fantastic opportunity for someone wanting to take the next step in their career within financial services which provides an opportunity to grow and take on more responsibility over time.

About Seventy Seven Wealth Management

SeventySeven Wealth Management Ltd has been a progressive and continually evolving group for over 30 years. We pride ourselves on the service we deliver to clients, where excellence is key. Our core values are integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values sit at the foundation of everything we do and in what we will look for in any future team member. The team at SeventySeven Wealth Management Ltd work together with our chosen partner St. James's Place to provide exceptional outcomes for our clients.

The opportunity

You will be assisting the Head of Client Care with general day to day office duties ensuring that client data is up to date on all databases and management systems.

Key responsibilities will include:

  • Telephone clients to arrange their annual review with their Advisor
  • Preparing the client file for their meeting with their Advisor
  • Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team
  • Photocopying, scanning and uploading documents to electronic client records
  • Assisting with the preparation of client birthday cards, checking for data accuracy and highlighting any 'special' birthdays or anniversaries
  • Opening, sorting and scanning the morning post
  • Admin for day to day process requests
  • Ensure all data is recorded accurately and correctly on Salesforce and SharePoint so that it is easy to identify and retrieve
  • Preparing refreshments for clients, as well as ensuring the Partner's rooms are tidied following a meeting
  • Filing - accurately putting away files or paperwork and shredding unwanted paperwork securely to ensure we comply with GDPR
  • Ensuring that your workstation and reception area is kept immaculate and presentable at all times
  • Any other administration duties as required, assisting colleagues whenever possible and working closely as a team.

To succeed in this role, you must have a positive attitude and exceptional customer service skills. You must be organised and professional with an eye for detail.

To ensure our clients receive the best customer experience you will have:

  • Highly motivated and dedicated to providing excellent Client Care

  • Professional mature approach to all aspects of the business

  • Good problem-solving skills

  • Excellent communicator who is able to work as part of a team
  • Able to work to deadlines as there are time critical elements of the role such as withdrawals to be processed. Also able to manage conflicting priorities
  • Show initiative and commitment to completing tasks
  • A "can do" and positive attitude
  • Knowledge of Office365 SharePoint, Salesforce and OneDrive preferable.
  • Knowledge of financial industry useful.

In return you will have the opportunity to work for a fast growing, prestigious company who are based in newly refurbished offices set within beautiful country surroundings. Benefits include, free on-site parking, an Employee/Client referral programme, Pension and an extra day off for your birthday.

Due to the location of the office your own transport is essential.

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