Client Service Support - Thame, United Kingdom - Wills & Trusts Wealth Management Group

Wills & Trusts Wealth Management Group

Verified Company

Thame, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Wills & Trusts Wealth Management Group are an award-winning financial services group, recently certified by Most Loved Workplace, and awarded Top 100 'Best Places to Work' by Professional Adviser.

Wills & Trusts Wealth Management Group offer a range of services to non-corporate clients from financial planning and accounting through to legal services.

Our central Finance division based within our Thame Head Office provide a range of support services to all companies within the group.

The position will entail providing administrative support to the Client Services Team across a range of tasks, primarily focused on enabling the team to free up time to focus on providing both clients and external financial providers exceptional case management and ensure the team is able to meet service level agreements.

Your typical daily responsibilities will include:

Opening, scanning and distributing incoming post
Scanning documents
Printing wealth management plans and other documents
Carrying out Client eidentity checks
Sending Letter of Authority to external providers
Updating CRM systems with client personal and financial data
Submitting client paperwork
Providing assistance on teamwide projects
Producing client reports
Attend and provide support at client workshops
Update notes from client meetings on the CRM system
Create and issue bulk communications for clients
Raising recommendations for financial advice processes
Diary management
File preparations for client meetings

Qualifications:

You will be the sort of individual that always provides exceptional customer service, is highly organised and capable of paying attention to detail.

You will have a can-do attitude and a willingness to learn.
Additional information

In return for all your efforts we believe in recognising, developing and rewarding our colleagues and therefore we have a comprehensive benefits package including a generous holiday allowance that increases with service, your birthday off work, early Friday finish, childcare vouchers, cycle to work scheme, free personal financial planning advice, medical cover, a generous company funded pension plan and the opportunity to attend a variety of events both internationally and in the UK.

Job Types:
Full-time, Permanent

Salary:
£19,000.00-£21,000.00 per year

Schedule: