We have a great opportunity for a Senior Associate – Client Services, working for a bespoke end-to-end wealth protection and support services company.
This role involves administering a varied portfolio of complex clients while demonstrating commercial acumen and ensuring excellent client service delivery at all times. Responsibilities include liaising with clients and intermediaries in relation to a variety of transactions, drafting company minutes and trustee resolutions and managing standard correspondence. Duties also include maintaining client records, conducting annual reviews and assisting to ensure compliance with legal and regulatory requirements. The successful candidate will also act as a key support the to the team leader and provide assistance with managing the team on a day to day basis.
The ideal candidate will be an enthusiastic individual who demonstrates a passion for client service delivery and has a willingness to mentor and train junior members of the team. Previous experience in a similar role within the CSP industry is essential as well as the ability to demonstrate excellent technical knowledge. Holding or working towards a relevant industry qualification such as STEP or ICSA is desirable.
More information about the role is available upon request - contact the team today for further details.