Client Services Manager - Investment and Wealth Management Group

Nelson Scott LLP
25000.00 - 30000.00 GBP Annual
10 Sep 2019
25 Sep 2019
Job Type
Contract Type

The Senior Account Manager role will provide support to ateam with in London Investment Management.The role has direct responsibility for all non-investment related elements of the client relationship in order to deliver excellent client service to their clients. In addition to carrying out tasks of an Account Manager, he/shewillfocusonbuildingclientrelationshipsaswellasstrongrelationshipsacrossthebusiness.

Key Responsibilities:

In addition to the duties of an Account Manager;

  • Work closely with the other business are as suc has Operations and Compliance to ensure a seamless client experience
  • Action payment requests toclients
  • Dealwithdaytodayclientqueriesbyphoneandemail,deliveringexcellentclientservice
  • Manage client on-boarding process from first contact tosign-up
  • Actionaccountopeningandclosingactivities,ISAsubscriptionsandtransfersin/out/internal
  • Responsibility for client static data on allsystems
  • Overseeing suitability duedates
  • Attend new client meetings with the Investment Manager asappropriate
  • Action third party requests forinformation
  • Engageconfidentlyandaccuratelyandinlinewithcurrentindustryregulationswithbothinternal and externalclients
  • Ensure client reporting and fee processes deadlines aremet

Skills, Experience, and Behaviours:

Ideally someone with c. 5 years experience in wealth management to include client service with private clients and confident to speak to and be in front of clients.

  • Working towards already or an interes tin the Investment Operations Certificate(IOC)or Investment Management Certificate(IMC)

A strong ethic of client/customerservice

  • Abilitytoworkatpaceandunderpressure,consistentlydeliveringexcellenceandhighstandards ofservice

  • Strong inter-personal skills , able to adapt styleeffectively

  • Excellent attention todetail

  • Effective communicator in person and inwriting

  • Highly organised and able to multi-taskefficiently

  • Workingandcollaboratingacrossboundaries,effectivelyandinclusivelytoachievepositive outcomes

  • Asks questions and effectively evaluatesinformation

  • Makes the most of opportunities to learn anddevelop