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Client Engagement Associate Job in E14, Canary Wharf, Greater London
Job Description
Client Engagement Associate
Salary – up to £35k + Bonus and Benefits, depending on experience.
Locations – Canary Wharf/Hybrid 3:2 days flexibility of office/home working
OVERALL JOB PURPOSE
The Client Engagement Associate is a unique position to provide client servicing support for two Financial Advisers (Wealth Managers). This role will be crucial to maintaining an excellent client relationship with several high value and long-standing clients transferring within the business. Working alongside multiple senior stakeholders the role will play a key role in delivering the Practice’s “Brand Promise” to clients and ensuring the client experience is in line with our commitments.
The successful candidate will liaise directly with senior Advisers / Partners and support with client queries and priorities. The Client Engagement Associate will support with client engagement initiatives to provide a more bespoke client experience, taking the initiative and proactiveness to ensure all client reports and communications are to the highest levels of standard and learning in-depth the technical requirements to service client needs.
This is a unique opportunity for an ambitious candidate looking for a platform to develop core advisory and servicing skills. There is the potential to transition to a Junior Adviser, subject to strong performance and attaining the relevant professional qualifications.
PRINCIPAL DUTIES
Client Relationship Management
* Liaising with clients to schedule client meetings
* Preparing for all aspects of client meetings in advance and ensuring Advisers have the relevant briefing packs
* Applying technical knowledge, and using cashflow modelling and analytics tools to support client meeting preparation and follow up
* Identifying new business opportunities to support business growth – including referrals from existing clients
* Updating fact find documents based on written and dictated meeting notes from Financial Advisers
* Producing client quarterly investment reporting and auditing reporting with input from different teams
* Generating fund-switch letters to support ongoing client servicing
Case Administration
* Liaising with Admin Centre and dealing with administrative queries across internal and third party administrative teams
* Managing all compliance requirements including ID and verification, AML and KYC in line with regulatory requirements
* Preparing the schedule of activities at key points in the year including Tax Year End and the Financial Year End
Client Meeting & General Administration
* Scheduling client meetings (incl. room bookings and travel arrangements), and managing client commitments in Advisers’ diaries
* Preparing client meetings, managing dictations and note taking, and maintaining relevant client records on CRMs and key systems
* Issuing key client communications (e.g. wealth accounts)
PERSON SPECIFICATION
* Experience of working within financial services preferable but not essential
* Interested in pursuing Level 4 Diploma to understand technical aspects of client servicing duties
* Demonstrable experience of building rapport and interacting with clients effectively
* Confidence and ability to influence clients, senior stakeholders and colleagues
* Ability to proactively use initiative to problem solve and anticipate next steps
* Ability to work independently with minimum guidance
* A driven and ambitious individual with a focus on client service and supporting a high-performance culture
* Strong academics and proficient at all IT packages
* Strong numerical and written communication skills
* Excellent organisational and administration skills, managing multiple senior stakeholder diary and report requirements
* Adaptable to change management plans and advocate to business initiatives
* Committed to advocating and encouraging an inclusive and diverse team culture.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice
Location: E14, Canary Wharf, Greater London
Category: Accounting/Financial/Insurance
Job Title: Client Engagement Associate
Salary: £28000 – £35000/annum + bonus (dependent on experience)
Benefits: Full Time
Job Type: Permanent, Full Time
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