Role details

Client Services Assistant - 12 Month Contract

London   •   £25,000 - £35,000   •  Permanent

Bullet points

  • Boutique Weath Management Firm
  • 12 Month Fixed Term Contract

About Our Client

My client is a Boutique Wealth Management Firm with prestigious head offices located in the heart of Central London.

Job Description

Located in their Central London head offices and reporting directly into the firm's CEO, the Client Services Assistant will be responsible for the following tasks:

Act as the first point of contact for the firm's clients.

  • Answer queries in relation to investment portfolios, ensuring that queries are answered by the wider team where necessary
  • Carry out instructions from clients; payments, liaising with 3rd parties on their behalf etc

Work closely with lead portfolio manager in terms of client management

  • Coordinate and arrange client meetings
  • Prepare necessary documentation in advance of client meetings; valuations, performance reviews, Bloomberg charts etc
  • Accompany the portfolio manager to meetings (occasionally in Europe); engaging the clients, minute taking, and following up on action points with clients post meeting
  • Manage the distribution of communications to clients; semi-annual reports, tax packs, investment commentaries etc

Liaise with the firm's custodian

  • Ensure that client portfolios are being reflected correctly on the system
  • Instruct one-off payments and standing orders
  • On-boarding clients; setting up client accounts and ensuring that the transfer of client assets are achieved in a timely and efficient manner

The Successful Applicant

Desirable applicants will:

  • Have previous exposure to the Financial Services sector, ideally Wealth Management
  • Be educated to degree level or equivalent
  • Have a working knowledge of MS Office
  • Have excellent interpersonal communication skills, both verbal and written
  • Have excellent task management and organisational skills
  • Have the ability to balance both working autonomously and as part of a team

What's on Offer

Remuneration will include a salary between £25,000 - £35,000 per annum and an excellent additional benefits package.

Apply for this job

Click the Apply or LinkedIn button below or contact Steven Wheller quoting job reference 13700207
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