Client Service Manager - (Private Client) London

Coast Specialist Recruitment
Central London, UK
20 May 2019
27 May 2019
Contract Type
Full Time
A large Financial Services practice based in Central London has an exciting opportunity for an articulate Private Client Manager to join the team to work alongside the Financial Advisers and Paraplanners building relationships with the existing and new clients.

Main Responsibilities:
  • Demonstrating a consistently high level of client care to both internal and external clients.
  • Develop good working relationships with product providers, team members and other staff members.
  • Ensure that the Client is informed at all times of any updates
  • Comply with business and regulatory guidelines at all times.
  • Enter and maintain accurate data on all business systems in a timely manner.
  • Processing of new and existing life, pensions, protection and investment business.
  • Adhoc valuation and regular review processing.
  • Assisting with commission processing and tracking including bank reconciliations.
  • Ability to interrogate MI data.
  • Understand corporate client and group scheme processing and provide cover and assistance where required.
  • General office duties such as scanning, post, and adhoc queries as required.
  • Provide support to senior management as required
  • Taking ownership of various MI reporting and adhoc projects ensuring these are seen through to their completion.

Candidates will need to have the following attributes:
  • Excellent attention to detail and a proactive attitude.
  • Ability to plan, organise and prioritise own work.
  • Ability to build relationships and engage with colleagues at all levels.
  • A professional and confidential approach.
  • A team player who is able to provide cover or assistance to colleagues where appropriate.
  • IT literate and numerate. (competent to above average Word & Excel required)
  • Fluent written and spoken English.

This is a fantastic opportunity for the successful individual in developing and continuing a career in Financial Services working with a successful company offering a competitive salary and benefits package.

For further information please contact Ella Britton

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