Personal Client Assistant

Coast Specialist Recruitment
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

An Asset Management organisation based in Bristol has an opportunity for a Personal Client Assistant to join their team.

The company work with clients with different levels of wealth throughout the UK and pride themselves on building long-term relationships based on trust and high levels of service.

Main Duties:

  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely data entry on to CRM
  • Arranging appointments and diary management
  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
  • Call management/ Client contact
  • Checking new business paperwork, banking cheques, scanning documents
  • Managing cash balances and cash movements
  • Updating static information - change of name, address etc.
  • Preparing valuations
  • Assisting Advisers with fact find input
  • Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • General ad hoc admin duties


  • Previous financial services experience is preferable
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities
  • Demonstration of Initiative

If you would like to apply for this vacancy, please contact Karen Halliday