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Client Services - Wealth Managent

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Salary Competitive
Type Permanent
Location
Sector
Job Reference UK2A/JXG/28667
Contact Jonathan Griffiths
Date posted 20-04-2018

Client Services - Wealth Management - Liverpool - Paying up to £24,000 OTE £39,000

Departmental Description:
Client services are a critical part of our service. In a client facing role the team is the initial
point of contact for employees of large corporations and public organisations seeking
guidance or advice.

Job Summary:
To provide a first class service to employees seeking guidance and advice together with
technical help to individual fee paying clients around all aspects of portfolio management as
well as providing technical and administrative support to our regulated investment advisers.
Dealing with employees from all levels of position with some of the country’s largest blue
chip companies and biggest public sector organisations, the role is varied, interesting,
professionally rewarding and offers a meaningful career working as part of a diverse team to
help individuals in need of guidance and advice around some of the most important
financial decisions they will ever make.

Core Responsibilities
Liaising with existing clients handling technical queries in matters relating to the
management of their personal wealth
Liaising with our professional investment advisers and portfolio managers in order to
provide clients with support
Making and receiving calls to and from employees of large companies and pension
schemes in response to their attendance on educational seminars
Overseeing the timely preparation and delivery to clients of their personal investment
reports within internal SLAs

Essential skills/experience
Strong written and verbal communication skills to respond to requests from employees
at all levels within an organisation from new joiners to main board directors
Customer focussed attitude
Ability to work to deadlines
Time management
Organisational skills
Good attention to detail
Ability to work on own and as part of a team

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Contact Jonathan about this job

Associate, Consultant