Client Services Associate

Purpose

To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business. This role is suitable for those looking for their first professional opportunity after school or university.

Responsibilities

• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals
• Monitoring cash reconciliations and outstanding fees
• Processing and monitoring transfers in and out, liaising with clients and colleagues
• Processing any change of details requests including bank details and change of address ensuring the relevant systems are updated
• Producing reports including valuations, performance summaries and transaction statements
• Supporting the wider team with processing new business application forms
• Processing accounts closures and deceased client cases and ensuring timely completion of such ...