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Director, Wealth & Asset Management
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|Sector||Wealth & Asset Management|
We now have an exciting opportunity for a candidate that has knowledge of retail funds and a strong technical understanding of Pensions to join a new and growing client services team.
We are searching for candidates on behalf of our client who is newly established within the retail products area. As a new start up within the area the role will also include added project work along side regular duties.
This role offers a great opportunity of progression for the right candidate. You will also receive various benefits such as subsidized gym membership to cash bonuses.
As a Client Services Associate, you will:
Build relationships with adviser firms and their clients providing all the information needed in a professional manner
Take personal ownership and responsibility for resolving enquiries from clients promptly
Develop and manage relationships with clients
Support the Manager with the project delivery cycles
Communicating effectively with internal and external clients by telephone, e-mail, web chat or in writing
Review, develop, test and implement changes to procedures and working practices in line with program delivery
Work collaboratively and provide outstanding customer service at all times
Understand business risk appetite and work within the limits at all times.
Adhere to all relevant FCA & compliance requirements
Key skills include:
Previous Customer Services or Operational experience
Knowledge of the Financial Services industry and wealth management products including Pensions & ISAs.
Knowledge of Unit Trusts, OIECs, ETFs and equities, etc.
Experience dealing with IFAs and financial services brokerages and managing relationships
Financial and/or Investment qualifications such as CISI, IOC, IMC etc. are desirable
Degree or equivalent in Business or Management is desirable
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