Personal Client Assistant

Recruiter
SRM RECRUITMENT LIMITED
Location
Gatwick
Salary
£21k - £23k pa + Benefits
Posted
09 Aug 2017
Expires
16 Aug 2017
Sector
Accounting
Our client is an established asset manager, providing Investment and Financial advice. They are looking to expand their current team. Job Purpose: The role supports advisers and clients alike in their goals. Reporting to the Assistant Manager within Adviser Practices. Adviser and Client Support for new business and client servicing. Main Duties: - Managing leads with the Client Relationship Management (CRM) system - Accurate and timely data entry on to CRM - Arranging appointments and diary management - Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings - Call management/ Client contact - Data Collection on client portfolios - Checking new business paperwork, banking cheques, scanning documents - Submission of new business to Platform and Off-Platform administration teams - Managing cash balances and cash movements - Updating static information - change of name, address etc. - Preparing valuations - Assisting Advisers with fact find input - Archiving documents - Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation - Task and workflow management on back office system - Awareness and ability to apply the Practice Manual methodology - Document Management Skills & Experience required: - Previous financial services experience - Excellent attention to detail - IT skills - Team Player - Good communication skills - verbal and written - Excellent record keeping and reporting capabilities - Proactive nature to gain efficiencies - Ability to multi-task

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