Client Advisor Assistant (6 month FTC)
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Purpose of the Job
Our parent company Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others we are small (<1800 employees across 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.
When you join us you are joining a company that values diversity of background equal access to opportunities career development collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
The Client Advisor Assistant will work as part of the Private Banking team within a support role function providing a range of assistance to the Client Advisors with a focus supporting on client file reviews. This is an initial 6 month fixed term contract.
Key Accountabilities
To maintain client files and records through standing data amendments including new client set-up and deletion
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 documentation attending meetings where required and taking ownership of post meeting actions e.g. payments.
Contact clients regularly by telephone letter or in person in order to ensure clients needs are met.
To provide as necessary support in responding to client queries..
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.
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 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.
Carry out any other duties as may reasonably be required.
Knowledge and Experience
Experience of the UK wealth management industry
Experience of supporting Advisors
Understands Risk within context of the role and meets the regulatory obligations as applicable.
Competent at maintaining client data and communicating with clients
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.
Technical Skills
Computer literate with good knowledge of Microsoft systems (Word Excel Outlook Powerpoint).
Capable of using either or both of G2 and Intelligent Office
Act as true first line of defence for clients and Quintet through proactive risk management.
Languages Skills
Fluent in English
Required Experience:
Contract
Key Skills
- Business Development
- Customer Services
- Journal Entries
- Powerpiont
- Account Management
- Communication
- CRM
- General Ledger Accounts
- Salesforce
- Project Management
- Client Services
- Payroll
- Customer Relationships
- Client Management
- Data Analysis
About Company
We want to be a partner for you and your family, always focused on your needs, making use of our global strength to deliver a boutique experience…
