Client Services Associate (Solihull)

To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.

Responsibilities

• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
• Monitoring cash reconciliations and outstanding fees
• Processing and monitoring transfers in and out, liaising with clients and colleagues.
• You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
• Producing reports including valuations, performance summaries and transaction statements.
• Support wider team with processing new business application forms
• Processing accounts closures and deceased client cases and ensure timely completion of such cases
• Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
• Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
• Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan
• Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required
• Filing, in accordance with 7IM and FCA procedures
• Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
• Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
• Other duties, as reasonably required by the line manager and 7IM

About You

Skills

• Accuracy and attention to detail
• Organisation of own workload to meet deadlines
• Client focused, delivering a high standard of client service
• Must be proactive and able to use initiative
• Good communication skills, both oral and written
• Adaptive to change
• Proficient in MS Word/Excel
• Ability & willingness to identify and suggest improvements in processes / service levels

Knowledge

• Experience in Client Services within Wealth Management is desired
• Good working knowledge of all Microsoft office applications specifically Excel
• Good knowledge of operational administration including settlement and transfers

Qualifications

• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
• Suitable for school leavers or graduates
• Working towards an industry examination such as CII Level 4 Financial Planning qualification

Other relevant information

• Reports into the Client Services Team Manager

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