J A McGlynn
Wealth Management Admin Manager
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My client are a global Wealth & Investment Management business with over £20bn AUM.
Due to growth within the business, they now have an opportunity for a Client Services Team Lead to join one of their highest performing teams within the business with direct line management of 4 Client Service Executives. This is what could be described as a player/manager type position, where the successful candidate would be expected to carry out some senior Client Service responsibilities, alongside, the direct line management.
The role is paying between £50,000-60,000 plus bonus and strong benefits package.
The Role:
- To complete Client Service duties on a dedicated book of private clients
- Act as the voice of the client owner and their clients both internally across the firms and externally with service providers / business partners
- Responsible for helping to ensure the seamless onboarding of new clients and delivering servicing excellence to our existing clients
- To manage and lead a Client Service team of 4 people, acting as the main point of contact and escalation for recurring queries and operational issues.
- To collaborate with the Head of Client Services to drive operational efficiency and support the successful integration of two legacy Client Service functions into a unified, high-performing team.
Management Responsibilities:
- Line management responsibilities for a team of Client Executives
- Initial and ongoing training and upskilling of Client Executives
- Ongoing monitoring and periodic reporting of:
- Timeliness and accuracy of team task completion
- Adviser and client communication average turn-around times
- Overall team capacity
- Personnel challenges
- Hiring requirements and progression
- Workflow case management across the Client Executive team
- Pod structure management
- Acting as four eyes approver for Client Executive tasks e.g. onboarding and withdrawals when required
- Escalation point for challenges and roadblocks
- Other line management duties including but not limited to;
- Holiday approvals
- Mid/end of year reviews
- Mentoring and coaching
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Client Onboarding Responsibilities:
- Supporting clients and intermediaries throughout the onboarding lifecycle, including but not limited to;
- Preparing account opening documentation
- Assisting clients with documentation completion
- Advising clients on Source of Wealth and KYC requirements
- Monitoring progress of account opening and providing regular updates to both clients and client owners
- Communicating with external service providers including but not limited to; third party custodians, pension providers and incumbent custodians
- Assisting in the co-ordination of new assets being transferred into client accounts
- Co-ordination of credit documentation and requirements for mortgage and lending when required
- Completion of simple tax forms when required
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Client Servicing Responsibilities:
- Processing client requests, including but not limited to;
- Withdrawals
- New account set ups
- ISA subscriptions
- Transfers of assets
- Account closures
- Answering ad-hoc queries from clients and their external advisers
- Producing reporting documents for client mtgs using Excel and PowerPoint where required
- Responsible for setup of quarterly valuation letter mailout where required
- Initiating and following to completion various processes
- Requesting documentary evidence and processing changes to client circumstances
- Recording new client assets in centralised pipeline tool
- Maintaining CRM client data as required
- Ensure all key documents on the CRM are up to date and compliant; including but not limited to ATR, Fact Find and DMA
- Assist in the completion of annual suitability reviews
Experience Required:
- Minimum 5 years’ experience in a client facing / focussed role within Wealth Management or similar industry
- Knowledge of account opening regulations and procedures (AML, KYC etc)
- Experience of dealing with US connected clients (preferable but not required)
- Experience leading a team / managing staff
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