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Senior Client Service Associate
Are you an experienced client service administrator in international private client wealth management?
Tanager Wealth Management is an innovative provider of financial planning and investment solutions.
We seek a committed individual who is both experienced and passionate about client service and working with clients in their best interests.
Opportunity
We have an exciting opportunity within our wealth management client service team, working closely with our clients and UK & US-based financial advisers to ensure positive client outcomes. We seek an individual committed to a career in wealth management client services. We are a growing company and can help you achieve a meaningful career through training and exam support.
About the Role
Acting as a primary contact for client queries, overseeing the client onboarding process, and ensuring the delivery of exceptional client service, this role requires high efficiency and accuracy in daily tasks.
Key Responsibilities:
Submitting new business to custody platforms
Monitor and oversee the transfer of client assets
Back-office system management
Record keeping and audit trail management
Handle service requests for clients
Maintaining compliant data and records
Working closely and developing relationships with internal and external stakeholders, including clients, financial advisors and custodians
Assist with cash management
Conduct annual client documentation checks
Attend client meetings or calls
Salary & Benefits
Basic salary: £35,000+ dependent on experience
25 days annual leave plus bank holidays
Discretionary quarterly and annual bonuses based on individual and company performance
Hybrid working: 3 days in the office & 2 days remotely (subject to probationary period)
Workplace pension: 5% contribution plus 5% employer match
Income Protection
Gym and swimming pool membership
Regular team and companywide socials
Reimbursement of study material and exam costs for US & UK licenses and certifications approved for your role
Industry body membership
Private Medical Insurance with Vitality (subject to probationary period)
Perkbox - access to discounts, benefits and perks (subject to probationary period)
Cycle to work scheme - salary sacrifice bicycle purchase (subject to probationary period)
Tech scheme - salary sacrifice technology and white goods purchase (subject to probationary period)
1 Community Day per year
Essential
Transferable experience working in financial services with experience in AML & KYC
5-10 years client service experience
Unrestricted rights to work in the UK
Desirable
A degree, or degree-level qualification, would be preferred but is not necessary
Commitment to personal development through training and professional exams
Outstanding written and oral communication with an excellent telephone manner
Ability to work on multiple tasks simultaneously and efficiently
Ability to interact with wealthy individuals in a confident, professional manner
Ability to work closely with third parties and commercial partners to achieve required client outcomes
Comfortable working in a team
Time management and prioritization
Excellent IT skills
Attention to detail
Can-do attitude
Additional Information
Our role requires easy access to the office because of the training, responsibilities and colleague liaison.
We offer excellent opportunities for career development in a supportive and friendly work environment.
This role would suit someone with experience in a retail banking, wealth management/ investment environment with knowledge of AML, KYC, and financial business processes.
About Us
Tanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA.
We specialize in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.
We are regulated by the US SEC and the UK FCA, and all our advisors are both US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning.
We are growing organically due to our client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections.
We are an equal opportunities employer.
Please view our website for more information about our company and philosophy. Some topics which are important to us as an organization:
Tanager in the Community
Transatlantic Womens Wealth
ESG Investing Approach
Keywords: Client Support, Client Service, Client Onboarding, KYC, AML, Custody, Investment Platforms, Wealth Management
NO AGENCIES PLEASE
This recruitment campaign is run by Recruitment Rebellion.
Applicants, please do not apply directly to Tanager Wealth Management, as your application may be missed.
Only shortlisted candidates will be contacted
You are more likely to get a positive response if you follow these tips:
- Check that you meet the criteria for the role
- Apply with a CV that is clear, concise and correct
- Tailor your CV to highlight your experience and relevant achievements to the position
Our application process is designed to be fair, straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.
