Client Services Assistant - REMOTE - Wealth Management, Up to £37,000 + Bonus and Excellen

Location: Amersham, Buckinghamshire (REMOTE Working)Salary: Up to £37,000 + Bonus and Excellent Benefits (Wellness days)Hours: REMOTE ROLE, 35 Hours per Week,An excellent opportunity has arisen for an experienced Client Services Assistant to join a growing and highly regarded wealth management firm based in Amersham.This role would suit an individual with previous experience within an Independent Financial Advice (IFA) or Wealth Management environment who enjoys delivering exceptional client service and working as part of a collaborative team.The RoleAs a Client Services Assistant, you will play a key role in supporting Financial Planners and ensuring a smooth and efficient client journey. You will be responsible for managing client administration, processing new and existing business, and maintaining high standards of service and compliance.Key ResponsibilitiesProcessing new and existing business across a range of financial productsManaging the onboarding process for new clientsCoordinating and preparing client review meetingsResponding to client, provider and third-party queries in a timely mannerLiaising with clients to arrange meetings and maintain ongoing relationshipsMaintaining accurate client records using back-office systemsWorking closely with Financial Planners, Technical Specialists and providers to ensure efficient case progressionAssisting with the preparation of suitability reports and supporting documentationSupporting the firm''s Consumer Duty ..... full job details .....