Personal Client Assistant

Recruiter
Coast Specialist Recruitment
Location
Bristol
Salary
21000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
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

Requirements:

  • 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