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Client Associate - Private Wealth
Competitive Salary
Victoria
Permanent
Hybrid Working – 2 days from home
9am – 5:30pm
The Client:
A prestigious investment firm with approximately 250 in the London office and additional offices worldwide. The business has excellent staff retention and a fantastic track record of internal promotions and staff development!
The Client Associate Role:
This is a busy Client Associate role. Responsibilities will include (but are not limited to):
- Taking email and phone enquiries from clients, escalating where necessary
- Acting as first point of contact for clients; building and maintaining relationships
- Administration of the CRM system, including production of receipts, opening and closing client accounts and updating daily activity
- Producing client presentations
- Managing process of Quarterly Valuations – communications, collating reports, and scanning of client letters
- Administration – arranging client meetings, scanning and filing, inbox management
- Ad-hoc administration and support to the team and clients.
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If successful in the role, there is potential that the business would support future study of the IMC.
Candidate Specification:
- Previous experience in a client-facing role, ideally working with HNW or UHNW clients
- Excellent communication skills – highly professional and to the highest standard, both written and verbal
- Excellent attention to detail and organisational skills
- Capable of working as part of a team and independently
- Excellent IT literacy – MS Office in particular.
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Additional Information:
Excellent competitive salary and benefits, including discretionary bonus
The business offer a hybrid working model of 2 days from home
Hours are 9am – 5:30pm.
If you are a service-driven professional looking to continue your career within financial services, please apply today!
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