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Client Services, Retail Funds

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Salary Competitive
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/KH/27085
Contact Kirsty Pineger
Date posted 28-09-2017

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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Contact Kirsty about this job

Director, Wealth & Asset Management