Client Service Manager Client Service Manager …

Non-disclosed
in Leeds, England, United Kingdom
Permanent, Full time
Last application, 07 Dec 21
Competitive + Bonus
Non-disclosed
in Leeds, England, United Kingdom
Permanent, Full time
Last application, 07 Dec 21
Competitive + Bonus
UK Wealth Manager with office based in Leeds is seeking Client Service Manager to support the portfolio management team in various aspects. As a key member of the office it will be important to communicate well within the team and take the initiative when required.

Responsibilities:

  • Playing a key role in client onboarding, KYC 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 Client Administration team to ensure all client data is correctly loaded and maintained.
  • Liaising with clients and intermediaries to take instructions on the portfolio in respect of third party payments and the receipt of funds.
  • Liaising with Operations during the transition of new clients to ensure they have the correct information.
  • Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.

Additional Responsibilities (when required):

  • Diary Management, travel arrangements and expense claims.
     
  • Correspondence with clients including quarterly valuations.
     
  • Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM records.

Skills & Behaviours: 

  • Excellent verbal communication skills.
     
  • Good written communication skills.
     
  • IT literate.
     
  • Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.
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