Client Services Administrator – Wealth Management

Job Title: Client Services Administrator – Wealth Management

Location: London (Hybrid Working)

Salary: Competitive depending on experience

Job Type: Full Time, Permanent

Punter Southall Wealth have two core values – always strive to meet client’s expectations while at the same time having a zero tolerance for treating clients unfairly, and always act with integrity, keeping the achievement of the right outcome for clients at the core of my responsibilities.

About the role:

This role is responsible for the ownership of core administration or processing activity for the team, with little supervision. Contributing to the provision of excellent and efficient investment administration service to clients and discretionary investment managers. Expert knowledge in the service offering that Punter Southall Wealth provides its clients and has the ability to volunteer to participate in firm wide projects and tasks.

• Produce accurate, professional end client documentation on a timely basis
• Provide high quality administrative support to clients, desk head and team.
• Demonstrate an excellent level of understanding of all the products and services offered by Punter Southall Wealth.
• Adherence to the Pinter Southall Wealth/PSG data security policy at all times
• Actively contribute to the enhancement of front office procedures, processes and ad hoc projects
• Team work – assist and support the Client Service Delivery team to manage peaks and troughs of work load
• Continually seek ways of improving quality, service delivery and efficiencies in processes and procedures
• Lead by example, act as a role model for the Client Service Delivery team
• Deliver excellent quality administrative support to the client, and the discretionary investment managers
• Always act professionally and with integrity, focusing on the end client outcome

Key Duties:

• Address and answer client, intermediary and senior management queries
• Assist with answering telephones, general administration, filing and post
• To have read and to demonstrate good understanding of internal company procedures and processes, with the ability to challenge such procedures in a constructive way in order to contribute to the continual development of the client service function
• Assist with client and adviser queries in respect of the client portal undertaking training to ensure a good understanding of the available functionality and in order to assist clients / advisers with trouble shooting
• Assist the with the collation and distribution of valuations, tax packages and general mailshots to ‘get the job done’
• Undertake projects or duties provided by the investment managers or client service delivery team from time to time
• Co-ordinate and manage the new business and client on-boarding for the team with an excellent understanding of the types of accounts and the documentation that is required for each account type
• Following up with clients, intermediaries and service providers when documentation is delayed or outstanding
• Manage the transfer of client assets for transfers in and out in accordance with company procedures and following up when valuations and transfers are delayed
• Create and maintain a positive and professional environment, ensure seamless communication and adherence across the team to all policies and procedures

About you

• A self-motivated approach to professional and personal development
• Approachable and the ability to listen and follow instructions, procedures and assimilate information quickly in a consistent and accurate manner
• Proactively take ownership and responsibility for own workload
• Enthusiastic, positive and flexible approach to work pressures
• A high degree of accuracy and attention to detail both written and numerical is required in order to perform their duties
• Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and over the telephone
• Able to work as part of a multi-disciplined team with a positive ‘can do’ attitude
• Good analytical and problem solving skills, capable of anticipating, resolving and owning problems through to resolution
• Able to recognise the need for a customer focused approach to their service delivery both in terms of quality and exceeding customer expectations
• Forming successful professional relationships both internally and externally
• Always seek ways of improving quality, service delivery and efficiencies in processes and procedures and contribute to the success of the client service delivery team
• Excellent organisational and time management skills and the ability to work in advance of deadlines and prioritising multiple tasks

If this is you, we look forward to hearing from you!

Please click on the APPLY button to send your CV and Cover Letter for this role.

Candidates with experience of: Client Support Executive, Client Services Assistant, Client Support Administrator, Client Services Support, Client Support Assistant, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.