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Client Services Representative

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Salary Competitive
Type Permanent
Location London
Sector
Job Reference T8/SXC/33162
Contact Sinead Canavan
Date posted 22-11-2019

We are looking to speak to individuals with client services experience in a wealth management capacity for an exciting new opportunity base here in London.

Key responsibilities;

- Key member of the in-house client service team who are responsible for incoming calls, emails and messages providing timely, accurate and clear responses to achieve our goal of a high class professional experience
- Oversight of the onboarding process, which is initiated on the Netwealth website including AML and KYC checks, pension account opening, as well as close management of the Pension and ISA transfers
- Close collaboration with the advisory team on relationship management for key clients and in managing more bespoke client requests
- Work closely with the Operations team and outsourced providers to follow up on client account activity and understand any communications that need to be relayed to one or more clients

Key skills;

- Hard working, self-motivated and able to work independently in a team-oriented environment
- Strong communication skills are vital because the role requires communication with clients on a daily basis
- Knowledge of the financial industry and investments; experience in wealth or investment management is essential
- Strong track record of interacting with clients

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Contact Sinead about this job

Associate, Consultant