Client Services Senior Associate

Senior Client Service Associate - Wealth Management London £38,000-£42,000 + Up to 12% Bonus A growing Chartered financial planning firm is looking for an experienced Client Service Associate to join its London team. This position offers greater responsibility than a traditional financial planning administration role. You will take ownership of important client servicing processes, resolve issues independently and provide support to less experienced colleagues. The Client Service Team has grown from four to nine people following several acquisitions, creating an opportunity for someone experienced to help the team maintain a consistently high standard of service as the business continues to expand. The role You will support the firm''s Financial Planners and Paraplanners throughout the client journey. Your responsibilities will include: Preparing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Processing fund switches and other servicing activity Drafting client correspondence Maintaining accurate client information across internal systems Managing your own workload and meeting agreed service levels Identifying and resolving servicing issues Managing expectations across internal stakeholders Escalating complex matters appropriately Supporting and sharing knowledge with less experienced colleagues Helping to coordinate workflows and improve existing processes The position may include some light-touch leadership responsibilities, ..... full job details .....