Client Service Associate
Role overview:
Job Responsibilities
Portfolio Administration
Relationship Management
Education & Knowledge Requirements
Essential:
Desirable:
Experience Requirements
Essential:
Desirable:
- Develop and manage relationships with independent financial advisers, through market leading service and support.
- Process client and adviser firms' instructions efficiently, getting them right first time.
- Focus on personal development and initiatives that continually improve the service to advisers.
Job Responsibilities
Portfolio Administration
- Answering calls promptly, providing them with high quality service. Aiming to supply all the information needed on the first call efficiently and accurately.
- Carrying out instructions received via post, online and e-mail.
- Adhering to all processes and meeting daily deadlines, ensuring our service is consistent and the business is compliant with FCA regulations.
- Understanding the risks and governance requirements for the Group and adhere to the controls in place, flagging and escalating risks and errors that you find.
Relationship Management
- Managing & Developing relationships with the financial adviser firms based in the region of the UK.
- Understanding the different business models of the Adviser firms that you manage.
- Owning and managing relationships with several key adviser firms.
Education & Knowledge Requirements
Essential:
- Educated to GCSE Level or equivalent, with at least a ‘C’ in English and Maths
Desirable:
- Financial Services Qualification (IOC, CFP)
- Knowledge and understanding of ISAs and Pensions
- Basic knowledge and understanding of Unit Trusts, OEICs, ETFs and equities
- Knowledge of Onshore and Offshore Bonds
- Knowledge of structured products, fixed interest products and Investment Trusts
Experience Requirements
Essential:
- Previous experience in client facing or customer service-based role
Desirable:
- Experience of providing direct service to financial advisers
- Minimum of 18 months financial services experience
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