Job Description

Responsibilities:

Undertake daily Investment Associate tasks, including cash reconciliations, investments, payments, withdrawals, fees, ‘ad hoc’ client & IFA queries.
When experienced, become the first point of contact for client and IFA queries, and build relationships with both parties.
Oversee the set-up and transfer of assets for new Discretionary / RIS clients, as well as the closing down process.
Working with IDs, carry out portfolio restructuring & investment phasing work.
Help IDs & IFAs prepare for annual client reviews, attending and contributing where relevant in order to gain experience. Prepare CRRs and supporting documentation as well as completing action points from client reviews.
Assist Investment Directors with annual client CGT / ISA tax tasks.


Skills:

Accuracy, thoroughness, and attention to detail in order to maintain the highest levels of service
Systems learning skills to rapidly understand and use appropriate systems, including accurate inputting of detailed data across a number of different screens and software packages
Written skills, in order to clearly, concisely and thoroughly present information to clients and wealth managers
Numeracy skills in order to understand, process and check a range of data
Telephone answering, rapport and relationship building skills in order to rapidly establish a high level of trust with the clients and wealth managers, to manage expectations, and to demonstrate a high level of ownership, competence, reliability and responsiveness
Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with clients, wealth managers and colleagues across the company. The ability to ensure that necessary actions are taken to service clients, whilst maintaining positive relationships externally and internally
Planning and organising skills to maximise operational efficiency and service, including prioritising appropriately
Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices