Wealth Management - Bristol, United Kingdom - Arbuthnot Latham

Arbuthnot Latham

Verified Company

Bristol, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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Job Purpose

To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Key Responsibilities

Supporting Client Management & Administration

Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
Provision of responsive, timely and highquality administration support including; typing, photocopying, efiling and phone calls
Acting as a key contact point for all internal and external administrative queries
Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
Ensure all administration follows Wealth Managements regulatory and procedural processes
Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank's Values and Commitments as the business grows
Management of account opening and closure paperwork, and fee invoicing administration
NON-CERTIFICATION ROLE

Key Interfaces

Work closely with all Wealth Management personnel to facilitate an outsanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
Liaison with Client Transitions on general queries for takeon packs,static data updates and other Back Office Operations
Compliance and other internal departments

Person Specification
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Knowledge / Experience

High net worth Wealth Management administration experience
Strong organisational and administrative skills
Responsive and proactive
Understands the importance of and can deliver accuracy, is always conscientious and can work independently
Effective written and verbal communication skills

Qualifications