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Financial Services Client Assistant - £23k - West Sussex

Posted 31 January by SPS Financial Recruitment Ended

Financial Services Client Assistant


West Sussex

My Client (a leading Asset Management firm) is looking to recruit a financial services client assistant to undertake adviser and client support for new business and client servicing.


  • Adviser and Client Support for new business and client servicing
  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely data entry on to CRM
  • Arranging appointments and diary management
  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
  • Call management/ Client contact
  • Data Collection on client portfolios
  • Submission of new business to Platform and Off-Platform administration teams
  • Managing cash balances and cash movements
  • Updating static information - change of name, address etc.
  • Preparing valuations
  • Assisting Advisers with fact find input
  • Archiving documents
  • Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • Task and workflow management on back office system
  • Awareness and ability to apply the Practice Manual methodology
  • General ad hoc admin duties
  • Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability.

Key Competencies

  • Previous financial services experience is preferable
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstration of Initiative

Required skills

  • Client Services
  • CRM
  • Financial Services
  • Client Liason
  • client support

Reference: 34364194

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