Client Services Associate/Receptionist (12-month FTC)

Purpose To assist Advisers in providing an exceptional ongoing service to clients, as well as supporting the onboarding of new clients into the business. To maintain an office hours presence in our Solihull office, managing the smooth running of the reception area and office environment.

Responsibilities

• Answer the main switchboard inbound telephone calls, building and maintaining effective client relationships by acting as a key point of contact for queries and servicing requests, ensuring all communications are accurate, timely, professional and focused on delivering a high standard of client service.
• Support advisers in delivering ongoing suitability requirements by arranging client review meetings, preparing pre-meeting documentation packs and completing all associated post-meeting activities, including preparing no change suitability reports and closing down the appropriate threads in Xplan.
• Create fee estimations within Commpay and ensure the accurate and timely processing of initial and ongoing adviser fees.
• Maintain accurate and compliant client records within Xplan, ensuring all advice events, tasks, case records and client documentation are kept up to date in line with regulatory and internal requirements.
• Work closely with 7IM’s Operations team to support clear communication, minimise errors and maintain strong service levels.
• Greet clients, external visitors and colleagues to the office.
• Responsible for assessing and reporting risks in the office environment as per Health & Safety regulations.
• Manage the reception area and be the first point of contact for visitors to the office, granting access to clients and contractors.
• Manage meeting room bookings and co-ordinate meetings with external visitors, clients and PWM colleagues.
• Set up and set down all meeting rooms for external meetings, to include refreshments.
• Responsible for reporting any fault issues with the office for machinery, fixtures and fittings.
• Responsible for all incoming and outgoing post, scanning to the CRM system.
• Monitor usage of office equipment and supplies, and order replacements in line with finance authorisation procedures.
• Suggest practical improvements and solutions to your line manager and colleagues across PWM, and review or create procedures where required.
• Maintain filing in line with PWM and FCA procedures.
• Apply PWM’s Vision, Purpose and Values in day-to-day working practices.
• Act as first aider and fire warden, and carry out weekly fire checks in accordance with regulations and maintain the first aid supplies.
• Carry out any other duties reasonably required by your line manager or PWM.

Skills

• Ability to provide a 5-star service, presenting the professional image of the Company.
• Comfortable working in a busy office environment.
• Strong accuracy and attention to detail.
• Ability to organise own workload, manage a variety of tasks and meet deadlines.
• Client-focused, with a commitment to delivering a high standard of service.
• Proactive and able to use initiative.
• Strong written and verbal communication skills.
• Adaptable and open to change.
• Proficient in Microsoft Word and Excel. Knowledge (all preferable but not essential)
• 1-2 years' experience within a Wealth Management Client Services, Adviser Support role.
• Knowledge of pensions, ISAs, GIAs, bonds and investment products.
• Understanding of the client onboarding and new business process.
• Understanding of regulatory and compliance requirements within a Wealth Management organisation Qualifications
• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard Other relevant information
• Reports into the Client Services Team Manager

Not Specified