Client Services Associate - Tanager Wealth Management : Job Details

Are you numerical, with excellent attention to detail and great interpersonal skills?

Tanager Wealth Management is an innovative provider of financial planning and investment solutions.

We seek a committed individual who is passionate about client service and working with clients in their best interests.

Opportunity

We have an exciting opportunity within our wealth management client service team, working closely with our clients and UK & US-based financial advisers to ensure positive client outcomes. We seek an individual committed to building a career in wealth management. We are a growing company and can help you achieve a meaningful career through training and exam support.

About the Role

Acting as a primary contact for client queries, overseeing the client onboarding process, and ensuring the delivery of exceptional client service, this role requires high efficiency and accuracy in daily tasks.

Key Responsibilities:

Submitting new business to custody platforms.

Monitor and oversee the transfer of client assets.

Back-office system management.

Record keeping and audit trail management.

Handle service requests for clients.

Maintaining compliant data and records.

Working closely and developing relationships with internal and external stakeholders, including clients, financial advisors and custodians.

Assist with cash management.

Conduct annual client documentation checks.

Attend client meetings or calls.

Salary & Benefits

Basic salary: £27,000 to £30,000, dependent on experience.

25 days annual leave plus bank holidays.

Discretionary quarterly and annual bonuses based on individual and company performance.

Hybrid working: 3 days in the office & 2 days remotely (subject to probationary period).

Workplace pension: 5% contribution plus 5% employer match.

Income Protection.

Gym and swimming pool membership.

Regular team and companywide socials.

Reimbursement of study material and exam costs for US & UK licenses and certifications approved for your role.

Industry body membership.

Private Medical Insurance with Vitality (subject to probationary period).

Perkbox - access to discounts, benefits and perks (subject to probationary period).

Cycle to work scheme - salary sacrifice bicycle purchase (subject to probationary period).

Tech scheme - salary sacrifice technology and white goods purchase (subject to probationary period).

1 Community Day per year.

Essential

Transferable experience working in financial services with experience in AML & KYC.

Unrestricted rights to work in the UK

Desirable

A degree, or degree-level qualification, would be preferred but is not necessary.

Commitment to personal development through training and professional exams.

Outstanding written and oral communication with an excellent telephone manner.

Ability to work on multiple tasks simultaneously and efficiently.

Ability to interact with wealthy individuals in a confident, professional manner.

Ability to work closely with third parties and commercial partners to achieve required client outcomes.

Comfortable working in a team.

Time management and prioritisation.

Excellent IT skills.

Attention to detail.

Can-do attitude.

Additional Information

Our role requires easy access to the office because of the training, responsibilities and colleague liaison.

We offer excellent opportunities for career development in a supportive and friendly work environment.

This role would suit someone with experience in a retail banking, wealth management/ investment environment with knowledge of AML, KYC, and financial business processes.

About Us

Tanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA.

We specialize in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.

We are regulated by the US SEC and the UK FCA, and all our advisors are both US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning.

We are growing organically due to our client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections.

We are an equal opportunities employer.

Please view our website for more information about our company and philosophy. Some topics which are important to us as an organization:

Tanager in the Community.

Transatlantic Women's Wealth.

ESG Investing Approach.

Keywords: Client Support, Client Service, Client Onboarding, KYC, AML, Custody, Investment Platforms, Wealth Management.

NO AGENCIES PLEASE

This recruitment campaign is run by Recruitment Rebellion.

Applicants, please do not apply directly to Tanager Wealth Management, as your application may be missed.

Only shortlisted candidates will be contacted.

You are more likely to get a positive response if you follow these tips:

Check that you meet the criteria for the role.

Apply with a CV that is clear, concise and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.

Our application process is designed to be fair, straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.