This Job Vacancy has Expired!



Posted on Sep 24, 2021 by CV-Library

London, United Kingdom
Immediate Start
£30k - £35k Annual

Key Responsibilities:

Account Manager Role

Responsibility for the non-investment related elements of the client relationship
Deliver excellent client service to all clients, both internal and external
Maintain the knowledge and skills required to engage confidently and accurately and in line with current industry regulations with both internal and external clients
Ensure client reporting and fee processes deadlines are met
Deliver all client service processes accurately, efficiently and in the best interests of the client
Work closely with the other business teams (Operations, Compliance) to ensure a seamless client experience

Provide assistance to an investment team

General administrative support activities
Act as a key contact point for enquires
Delegate and monitor tasks to other areas of the business as appropriate
Client reporting and fees
Actively monitor and arrange client meetings when due
Client on-boarding from first contact to sign-up
Account closing
Responsibility for client static data on all systems
Dealing with day-to-day inquires e.g. payments, valuations, website access, cheque logging
Ensuring debit balances are minimized and cash available to cover fees and income requirements

Skills, Qualifications and Behaviours:

Client service experience with a private client wealth manager is preferable
Strong inter-personal skills
Excellent attention to detail
Effective communicator in person and in writing
Highly organised and able to multi-task efficiently
Previous Expereince in Financial Services

Reference: 214740548

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