Client Service Assistant

Brook Street

Client Service Assistant

FOR THE ATTENTION OF ALL IFA ASSISTANTS/ADMIN

Are you looking for a new and exciting opportunity?

Our client is one of the largest, well-established independently owned wealth management firms in the UK. Due to expansion, they are now looking to have another Client Service Executive join the team.

You have the flexibility to choose between either the Wolverhampton or Birmingham office and it is a hybrid role working from home with 3 days a week in the office – 35 Hours per week. Salary is negotiable and dependant on experience.

In line with the companies’ values, you will be providing a high level of service to all clients ensuring an exceptional and compliant client experience of the highest possible standard. The overall aim will be to build strong relationships with existing/new clients via inbound and outbound calls, in securing their commitment to the company with a view to support business growth and create business opportunities.

• Do you understand the basics of IFA?
• Have you previously worked within this field, as a support staff?
• Are you confident, positive and consider yourself to be a strong communicator?
• Do you have the drive and ability to plan, prioritise and manage workloads?
• Are you a team-player, but also have the ability to work independently using your own initiative?
• Do you understand the importance of client confidentiality?

Please note, if you do not have the relevant work experience, you will not be considered for the role.

If yes to the above, then please read on Main Responsibilities

• Provide an efficient inbound/outbound call service to the clients, taking ownership of the client journey and providing suitable outcomes including efficient handover to the relevant departments.
• Ensure you operate within the AML requirements.
• Meet personal referral targets with a view to providing fee generating referrals to other parts of the business.
• Support sales initiatives to identify and engage with clients to increase revenue for the business.
• Facilitate and process simple investments (non-advised top ups) and withdrawals, ensuring the appropriate non advised process letter is produced in line with the compliance process.
• Support client uplift initiative by identifying clients on incorrect service propositions and facilitate transfer to the new Connect Service proposition.
• Support simplification of client communication and encourage digital interaction through promotion of the Portal with all clients.
• Ensure accurate collation of client information and maintain up to date client records, enabling ease of ongoing client communication and meeting GDPR requirements.
• Ensure effective storage of all client documentation in line with GDPR.
• Skills Required
• Ability to follow processes and procedures in a compliant manner.
• Excellent interpersonal skills.
• Great attention to detail.
• Excellent record keeping.

Code of Conduct

1. You must be open and co-operative with the FCA, PRA and other regulators.
2. You must act with due care, skill, and diligence.
3. You must act with integrity.
4. You must observe proper standards of market conduct.
5. You must pay due regard to the interests of customers and treat them fairly.

If you feel like you would be the right fit for this role, then click Apply and a member of our team will be in touch with you shortly, best of luck!