Client Support Executive – Wealth Planning

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Client Service
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644 Total Views

Who we're looking for

 

An experienced Client Support Executive to provide proactive and efficient administration support to our Wealth Planners. The Client Support Executive role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.

 

What you'll need to do 

 

• Request and obtain provider information and quotations required by Wealth Planners/Para-Planners to enable them to research the client's needs prior to recommendations
• Process new business from submission to completion in adherence to the service standards and operational procedures and activity management
• Maintain compliant client records by in drive folders and Adviser Office
• Scan and save all documents to Adviser Office and T24 in line with agreed file structure
• Manage Client Annual Reviews with Wealth Planners ensuring that these are actioned and completed in line with agreed service levels. Set new review date in activity manager for ongoing reviews
• Carry out all client administration in line with the Compliance guidance as well as central policies and updates and department standard operating procedures

• Keep Wealth Planners up to date with relevant information relating to client issues
• Prepare Valuations
• Deal with incoming telephone calls relating to the above duties, and take messages for colleagues
• To cover for colleagues during holidays, sickness and busy periods (at line managers request)
• Attends regular team meetings
• Effectively communicates with line manager making them aware of any problems or issues

 

The knowledge, skills and qualifications we're looking for

 

• A-C grade GCSE, or equivalent, in Mathematics and English
• Higher Education qualification preferred
• At least 2-3 years full time experience working within an IFA background, life office or associated environment
• Studying towards or holds the CII qualifications
• Knowledge and use of Iress Adviser Office database package
• Good IT skills, especially with the Microsoft Office suite

 

What you'll be like

 

• Maintains high professional standards of conduct and practice
• Good administration skills, with high level of accuracy and attention
• Maintains an up to date knowledge of industry changes
• Ability and willingness to learn processes and procedures
• Client focused, able to provide excellent level of client service
• Good written and oral communication skills at all levels, both internally and externally.
• Excellent telephone skills and experience in client liaison
• Able to work under pressure, prioritise workload and work to deadlines
• Able to work autonomously/pro-actively
• Self-motivated and enthusiastic
• Good at working in a team, and with other teams
• Someone with a real attention to detail
• Flexible, curious and willing to learn

 
We're looking for the best, whoever they are

 

Schroders is an equal opportunities employer. You're welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.

 

 

 

 

 

 

 

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