Client Service Associate - Wealth Management Job in EC4V, Vintry, Greater London

Client Service Associate – Wealth Management Job in EC4V, Vintry, Greater London. Apply for the latest EC4V, Vintry, Greater London jobs in Accounting/Financial/Insurance.

Client Service Associate – Wealth Management Job in EC4V, Vintry, Greater London

Job Description
Are you numerical with excellent attention to detail and great interpersonal skills?
We are an innovative provider of financial planning and investment solutions, seeking a committed individual with a passion for client service and working with clients in their best interests.
We have an exciting role within our growing client service team, working closely with our clients and financial advisers to ensure positive client outcomes.
We are seeking an individual committed to building a career in wealth management. Joining our team provides the opportunity to be part of a close-knit team, take on varied responsibilities and be empowered beyond the job title.
We are a growing company and can help you achieve a meaningful career through training and exam support.
About the role
* Submitting new business to custody platforms
* Monitor and oversee the transfer of client assets
* Back office system management
* Record keeping and audit trail management
* Carry out service requests for clients
* Maintaining compliance data and records
* Liaising and working with internal and external stakeholders, including clients, financial advisors, custodians and wrapper product providers
* Assist with cash management
* Ensure that tax forms are up to date and on file across client accounts
* Calculate and process retirement distributions
Benefits
* Basic salary to £30,000
* Discretionary bonus and performance-related bonus
* 25 days holiday + an extra day for volunteering
* 5% pension contribution
* Income protection cover
* Medical insurance
* Perkbox membership
* Support for professional and personal development – study materials & exams
Additional information
Our role is initially office-based because of the training, responsibilities and colleague liaison. We can offer flexible/hybrid working from home once established, but the role requires easy access to the office.
Essential skills
We would welcome applications from people with retail banking client service experience or with client onboarding experience.
* Ability to interact with wealthy individuals in a confident, professional and natural manner
* Ability to work closely with third parties and commercial partners to achieve required client outcomes
* Attention to detail
* Ability to work on multiple tasks simultaneously
* Comfortable working in a team
* Time management and prioritisation
* Excellent IT skills
* Excellent telephone manner
* Outstanding written and oral communication
* Can-do attitude
Desired skills
A degree or degree level qualification would be preferred but is not necessary.
Previous work in a similar role in the financial services industry is an advantage but not essential.
About the company
We are a wealth management firm that empowers British-American families to achieve their financial goals.
We specialise in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.
We are regulated by the US SEC and the UK FCA, and all our advisors are both US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning.
We are growing organically due to our client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections.
Please view our website for more information about our company and philosophy.
NO AGENCIES PLEASE
We are using Recruitment Rebellion to run and organise the response for this advert. Please do not contact us if you are a recruiter.
Candidates, please do not apply directly to us as there is a chance your application will be missed if it does not go through the right channel

Job Type: Permanent, Full Time
Location: EC4V, Vintry, Greater London
Category: Accounting/Financial/Insurance
City: Vintry
County: City and County of the City of London
Country: United Kingdom
Salary: £25000 – £30000/annum + Bonus, Pension, Benefits
Benefits: Bonus, Pension, Benefits