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Job purpose:
A Client Service Executive for a leading UK Wealth Manager, act as the primary point of contact for client enquiries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.
Outcomes for the role:
•Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
•Manage the client lifecycle administration process to ensure a timely and efficient client experience.
•Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
•Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
•Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
•Work closely with the team and wider administration functions to develop and share best practice.
•Act as the first point of contact for clients, assuming the role of the "go to" person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.
Measures of success:
•Maintain client support systems and data (i.e. CRM/ CMP) with a high level of accuracy.
•Identify opportunities for operational efficiency and process improvement by maintaining and building good relationships with the team and wider functions, taking responsibility for sharing knowledge and business updates with your own team and/or department as appropriate in order to drive efficiency.
•Lead and take ownership on all administration activity, alleviate the admin burden from Investment Managers in order to support Growth.
•Attendance at Client Support meetings, contribute by sharing good practice and process improvement suggestions.
Professional experience and qualifications (where relevant):
•Experience working in a similar role in Financial Services managing end-to-end administration processes.
•Experience managing administrative staff (desirable).
•Client Facing Experience (desirable).
•Grades A-C at GCSE or equivalent in English and Maths.
Opportunities for personal growth in role:
•Opportunity to undertake professional qualifications.
•Contribute to company development by actively participating in projects, committees etc
