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Private Client Services

Salary £35k to £42k
Type Permanent
Location City of London
Sector Wealth & Asset Management
Job Reference T8/HCC/26589
Contact Hannah Cavaciuti
Date posted 25-07-2017

If you’re skilled within Private Client Services then an exciting role has just become available.
You will be working for one of the world’s biggest financial advisory groups with footings in various countries across the globe and offering some very appealing benefits to their employees.

Your responsibilities will include:

• Being the first contact of administrative procedures of clients or advisers.
• Adhering to procedures and service level agreements set by the department, or external counterparts, whilst identifying any potential improvements.
• Ensuring payment requests are completed in a timely fashion.
• Provide administrative support for clients banking requirements.
• Ensure correct management fee structure are implemented.
• Maintain accurate and complete static data on all systems at all times.
• Coordinate regulatory project work
• Assist with client reporting to ensure that periodic statements are sent within agreed timeframes.

Key skills needed:

• Previous experience in a similar role within HNW Client Support
• Diligent and high level of attention to detail
• Organisational skills and ability to prioritise
• Excellent oral and written communication skills
• Computer literate (MS Office)

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Contact Hannah about this job

Associate, Consultant