Client Services Associate

Are you looking to build your career within a leading wealth management firm? An excellent opportunity has arisen for a Client Services Associate to join a highly respected financial planning business in the Solihull area. This role offers the chance to work alongside experienced Advisers and support staff, delivering exceptional service to a diverse client base while developing your own knowledge and career within wealth management.The RoleYou will play a key role in supporting Financial Advisers and ensuring clients receive a first-class experience throughout their journey. Your responsibilities will include:Processing withdrawals and ad hoc payments across ISAs, SIPPs, Bonds and GIAsManaging transfers in and out, liaising with clients, providers and colleaguesMonitoring cash reconciliations and outstanding feesProcessing client changes including bank details and change of address requestsProducing client valuations, performance summaries and transaction reportsSupporting the wider team with new business applications and account administrationManaging account closures and deceased client cases with care and efficiencyEnsuring all client communications are accurate, timely and professionalWorking closely with operational teams to deliver a seamless client experienceIdentifying opportunities to improve processes and enhance operational efficiencyMaintaining accurate records in line with FCA and company proceduresAbout YouWe''re keen to speak with individuals who ..... full job details .....