Client Service Assistant

Job title:

Client Service Assistant

Company:

Core-Asset Consulting

Job description

Job Description:We have an excellent opportunity for a Client Services Assistant to join the team at a leading investment firm based in Edinburgh. The successful candidate will support paraplanners and advisers within the company with the day-to-day activities with new and existing clients.Skills/Experience:

• 1-2 years relevant experience, working in financial services.
• Accuracy and attention to detail when reviewing reports.
• Organisation of own workload to meet deadlines.
• Good communication skills, both oral and write.
• Ability & willingness to identify and suggest improvements in processes / service levels.
• Good working knowledge of all Microsoft office applications specifically Excel.
• Candidates must demonstrate numeracy & literacy skills.
• An industry relevant examination such as CISI IAD / CISI IOC Qualification or working towards this is desired but not essential.

Core Responsibilities:

• Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports.
• Help to input and process new business application forms including GIA/ISA/SIPP & Bond accounts ensuring client accounts are set up correctly including fee rates and account groups.
• Setting up online access for new and existing clients and assisting with all queries in relation to the portal.
• Setting up all payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
• Responsible for settling fees from external providers and inhouse.
• Processing and monitoring transfers in and out, liaising with clients and colleagues.
• Process any change of details requests including bank details and change of address ensuring the relevant systems are updated.
• Inputting of Fact Finds into the system for new clients.
• Producing simple reports following on from a client’s annual review as and when required by the Paraplanners
• Keeping back-office systems and client databases up to date and accurate.
• Producing reports including valuations, performance summaries and transaction statements.
• Review mail and allocate to respective Advisers within the team or internal office.
• Support with office services duties as reasonably required including reception, mail duties and answering telephone calls.
• To support the administration of the quarterly reporting process using the agreed plan, liaising with all internal departmental and external stakeholder parties within agreed SLA’s.
• Manage the daily SWAP queue and any other queries that are raised within the team ensuring these are passed over to the relevant departments and rectified within a timely manner.
• Act in the best interest of clients ensuring the FCA’s requirements and Company policies in relation to Treating Customers Fairly are adhered to.
• Continually suggesting realistic & appropriate improvements and solutions to problems with the Head of Operations (Edinburgh).
• Filing, in accordance with company and FCA procedures.
• Ensure the company initiatives and values are followed throughout your working practices.
• Other duties, as reasonably required by the line manager.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.Job reference: 16083To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our websiteCore-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.INDPERM

Expected salary

Location

Edinburgh

Job date

Thu, 01 May 2025 22:44:51 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (vacanciesin.eu) you saw this job posting.