Client Account Manager - eFinancialCareers : Job Details

Client Account Manager

12 Months

Inside IR35

Hybrid

CISI Level 3 Required

Your Role

Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want to proactively go the extra mile with us to help our sophisticated clients? Are you curious, proactive and always striving to bring positive impact to clients?

We’re looking for a client account manager to:

• Be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits.
• Be the direct contact for daily banking activities and administrative work for our clients
• Manage daily client transactions and carry out inquiries and troubleshooting.
• Perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence.
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner.
• Support client advisors in delivering exceptional client service and experience.
• Support client advisors in administrative, risk and legal and compliance related tasks and duties.
• Join client advisors occasionally in client meetings.

Your Team

You will be working in the UK Domestic High Net Worth team in London. Our role is to manage, preserve and grow the wealth of our clients.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your Expertise

• Financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry.
• You hold a CISI level 3 qualification.
• Unyielding attention to detail, even when you are under pressure.
• Team player that remains calm while managing conflicting priorities.
• Works with absolute discretion, tactfulness and adaptability to changing demands.
• Solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products.
• Effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others.
• Able to utilize tools and resources to service clients as efficiently as possible.
• Confident, motivated and able to adapt to a rapidly changing environment.

This role is advertised via Hays Talent Solutions

Ref: LP241203