Client Advisor Assistant

Job Description

 As a Client Advisor Assistant, you will be working closely with the Client Advisors, actively and significantly contributing to the development of sustainable client relationships and a strong client experience. You will be providing superior administrative, commercial, organisational, and operational support across multiple client-related processes covering the whole lifecycle.

Client Advisor Assistant – Key Responsibilities

• To proactively assist Client Advisors with the management of Clients wealth in line with their aspirations and risk appetite. Provide support for client meetings, for example, preparation of meeting packs, attending meetings where required and taking ownership of post meeting actions
• Contact clients as requested by the Client Advisors, by telephone, letter or in person in order to ensure client’s needs are met, including arrangement of meetings, annual reviews and similar activities 
• To provide, as necessary, support in responding to client queries.
• To maintain client files and records through standing data amendments including new client set-up and deletion.
• Answering client calls and queries professionally
• As required, to liaise with the operations and administration units on behalf of the team.
• To prepare, check and dispatch client valuation records, either screen based or in hard copy, as required to maintain accuracy and in accordance with regulatory requirements.
• If requested, to assist in all projects expected on the team. To assist in ensuring the team meets all its obligations in respect of the Client Profile Update process.
• To print valuations and statements, request payments and record cash receipts/transfers
• To update weightings and meetings file for last review date and last meeting date
• Provide support to other teams as required
• To reflect and adhere to culture of compliance in all relevant tasks and throughout the company.
• Develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications.

Client Advisor Assistant – Attributes and Qualities

• Good communication and written English skills.
• Very good telephone manner, comfortable handling client queries
• Excellent team working skills. Supports and encourages others to generate a positive working culture, sharing information cross-functions.
• High accuracy and attention to detail.
• Well organised and efficient.
• Takes a solution-oriented approach and challenges the way we do things: “see it, say it, fix it”.

Client Advisor Assistant – Knowledge and Experience

• A good knowledge and strong experience of the UK wealth management industry 
• Experience of supporting a number of advisors
• Understands Risk within context of the role and meets the regulatory obligations, as applicable.
• Competent at maintaining client data and communicating with clients