Client Services Representative

Recruiter
Randstad Financial & Professional
Location
London (Greater)
Posted
24 Mar 2019
Closes
27 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Title: Client Service Representative (Wealth Management) Summary As a member of the Client Services Team you will be the primary point of contact for all potential and existing clients. You will be primarily responsible for communicating with clients, responding to client queries, assisting with the on-boarding of clients and generally providing assistance to all clients. Responsibilities Be the first point of contact for clients via incoming calls, emails, secure messages and provide timely, accurate and clear responses to achieve our goal of a high class professional experience. Be able to give a clear description of the services offered and know at which point to transfer clients to advisers. Manage the on-boarding process for clients, which is initiated on the company website, ensuring AML and KYC checks have been completed, along with the appropriate set up at the custodian or pension provider. Manage the transfer process for SIPPs, ISAs and JISA. Attend the weekly calls with the pension trustee to monitor new client set ups and transfer progress. Keep clients updated as to the status of their accounts informing them of payments received, transfers completed. Maintain client data on request following the appropriate control procedures. In conjunction with the compliance team, be responsible for reviewing and ensuring that the required AML/KYC regulatory requirements are met and all relevant procedures are up to date. Collaborate with the operations team and the outsourced providers on a daily basis to investigate client issues or to understand any communications that need to be relayed to one or more clients. Support the advisory team in preparing documentation for client meetings. Continuous improvement of the Client Journey: collate feedback for management on a regular basis, suggest common themes or areas to be addressed and create action plans. Work with the Operations and Technology teams to test new features of the service, specifically from the client perspective. Skills and Experience Hard working, self-motivated and able to work independently in a team-oriented environment. Broad experience of delivering an excellent level of service to clients across a variety of mediums. Strong communication skills are vital because the role requires communication with clients, management and service providers on a daily basis. Knowledge of the financial industry and investments; experience in wealth or investment management essential. A strong academic background with good analytical skills and a high attention to detail. A strong sense of ethics, sound judgement and the desire to be a business-oriented problem solver. You may be expected to study for a suitable regulatory qualification if necessary, for which support will be provided. Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003

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