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Career

Client Service Associate

We are looking for an experienced client service associate to join our growing team.

You will be required to work across the team with our chartered advisers and wider client service team to deliver an exceptional client experience and an efficient support model across the business

Client Service Associate

Southampton – Hampshire | Attractive Salary + benefits depending on experience

The Opportunity

We are looking for an experienced client service associate to join our dynamic and growing team. You will be required to work across the team with our chartered advisers and wider client service team to deliver an exceptional client experience and an efficient support model across the business

A competitive remuneration structure is in place plus benefits

Your Credentials

Experience is essential due to the sophisticated nature of the advice areas in which our advisers operate. Responsibilities would include: 

  • Client focused and passionate about service delivery
  • Onboarding and documentation of new clients
  • Maintain existing client relationships including managing inquiries/requests and ensuring client documentation is up to date
  • Support of Financial Advisers daily practices
  • Preparation of materials for client meetings including financial reports
  • General administrative functions associated with Financial Advisers & Wealth Management

Key qualities would include: 

  • Minimum two years industry experience preferred
  • Effective communicator and excellent client service skills
  • Advanced in Microsoft Office
  • Analytical and detail orientated
  • Ability to manage multiple priorities and manage time efficiently
  • Strong work ethic and willing to go the extra mile

In return: 

  • A competitive and attractive salary
  • Performance related bonus 
  • Pension 
  • Private medical
  • 25+ days holiday – depending on level
  • Office based with flexible arrangement available
  • Opportunity to work with and be part of an ambitious, highly qualified, and capable Wealth Management team!

The position will be based within our modern, vibrant Southampton office

To register your interest please submit your CV via the apply button

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Please do not hesitate to contact us as we do not charge for initial meetings. We would love to hear from you.

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