Client Relationship Manager - Cameron James : Job Details

Our client, a Chartered Wealth Planning firm has been established for over two and a half decades, and due to ambition and growth there is an exciting opportunity to join an ever evolving successful team as a client relationship administrator.

As a Client Support Administrator, you are responsible for the efficient and accurate processing of business and delivering a first-class service to clients.

You’ll also need to understand and add value when it comes to client’s needs - looking at continuous improvement and innovation.

Duties:

Onboarding - providing full administrative support for the onboarding of new clients

Data management - maintaining and updating client data in a secure environment

Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models

Trading - Assisted trading of all new business, Rebalances and any other plan amendments requested by the client both accurately and within agreed timescales.

Relationship building - liaison with clients by telephone, letter, email

Proposition delivery - Delivering service proposition within agreed service levels and timescales

Coordination - working with administrative team to ensure application and provider forms are prepared as required and clients are updated throughout the process

Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan

They are looking for original, collaborative and passionate people, open to new ideas, eager to learn and who love a challenge. Core skills that will be required include:

Other requirements

You will need to have a minimum of 2 years experience working with high net worth, UK resident,

private clients and delivering financial planning and investment management services.

Excellent benefits and hybrid working

Please apply online or contact Cameron James