Client Services Associate

3 Days Old

Fulltime, hybrid Industry: Wealth Management Role: Client Service Associate Location: London, SW1Y Salary range: £28 - 34K + Bonus & benefits My Private Wealth Management client is looking to recruit a Client Service Associate to provide administrative support to one of their Portfolio Management teams. As a key member of the team, it will be important to communicate well within the team and take the initiative when required. Responsibilities include: Playing a key role in client onboarding, Know Your Client and suitability processes. Ensuring client documentation is correctly prepared, completed, scanned and filed. Preparing meeting and presentation documents. Running valuations for clients on a quarterly basis. Ensuring all client verification is up to date and maintained. Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant. Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained....
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Location:
London
Salary:
£30,000
Job Type:
FullTime
Category:
Customer Service & Support

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