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This is a great opportunity for someone to take their "second step" in the Wealth Management space.
Ideal candidate will have:
- Wealth Management exposure (either from another manager or from a platform)
- Payments experience using SWIFT
- Client Query Handling experience
- Client Data/ CRM experience
PAYMENTS ANALYST - WEALTH MANAGEMENT
Salary: £39,000Location: London
Keywords: Payments, Analyst, Wealth Management, Financial Services, Customer Service
An exciting opportunity has arisen for a Payments Analyst in the wealth management sector. This role is based in the vibrant area of Covent Garden, London and offers a competitive salary of £39,000. The successful candidate will have the chance to work within a niche firm that values teamwork, mastery, excellence, authenticity, and empathy. With a hybrid working policy of 60% in the office and 40% from home, this role provides flexible working opportunities.
* Competitive salary of £39,000* Hybrid working policy: 60% in-office, 40% remote* Opportunity to work in a niche wealth management firm
What you'll do:
As a Payments Analyst in Wealth Management, your role will be pivotal in supporting the Treasury and Payments Manager with client queries, payment processing, and monitoring transfers of cash and assets to and from client accounts. You will be responsible for dealing with client queries, assembling necessary documentation for payment processing, preparing new and maintaining existing client regular payments. Your excellent attention to detail will be crucial in inputting data into the CRM system. You will also be responsible for security confirmation calls following compliance guidelines. Your strong interpersonal skills will come into play as you assist clients with preparation of paperwork ensuring all required information is sent and returned accurately and timely.
* Deal with client queries including day-to-day account administration* Assemble all necessary documentation for payment processing* Prepare new and maintain existing client regular payments* Input data into the CRM system ensuring information is correct and entered properly* Responsible for security confirmation calls following compliance guidelines* Assist clients with preparation of paperwork ensuring all required information is sent and returned accurately and timely* Monitor transfers of cash and assets to and from client's accounts diligently* Record money movements on a daily basis and report weekly funds
What you bring:
The ideal Payments Analyst candidate will bring a minimum of 12 months experience in middle to front office customer services within financial services. You will have strong knowledge of MS Office Suite; Excel, Word and Power Point. CRM experience is advantageous but training will be provided. Your ability to clearly understand and demonstrate outstanding customer service will be key in this role. Your effective presentation skills coupled with your ability to research and package information for the team and clients will set you apart. Your excellent interpersonal skills; ability to listen and converse well on all levels as well as exceptional written and verbal communication skills will be crucial in this role. Your efficient time management skills to plan workload and prioritise accordingly will be highly valued.
* Outstanding customer service skills* Effective presentation skills* Ability to research and package information for team and clients* Excellent interpersonal skills; able to listen and converse well on all levels as well as exceptional written and verbal communication skills* Efficient time management skills to plan workload and prioritise accordingly* Tactful, trustworthy, diplomatic, and able to maintain confidentiality
What sets this company apart:
This company offers a holistic wealth management approach in developing and implementing tax efficient global wealth and asset management strategies for US persons who are non-domiciled in the UK. With more than a decade of experience in providing cross-border US Wealth Management services, they employ leading global investment strategies and solutions that are both tax efficient and compliant. They are proud to be the UK's first financial services B Corporation member, asserting that businesses can benefit shareholders whilst also solving social and environmental problems.
What's next:
Ready to take the next step in your career? Apply now for this exciting Payments Analyst role!
Apply today by clicking on the link!
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
