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Financial Services

Chelmsford

01/10/2021

Type of Position: Client Services Manager
Pay: Negotiable

Client Services Manager

Our client is looking for a talented Client Services Manager to join their team in Chelmsford. You will be working with the Wealth Management Team to provide wealth management services to the company's clients.

Key Duties:

  • Review Meeting Pack preparation for client review meetings, with performance reports.
  • Review meeting notes and agendas, booking client meetings and the meeting rooms and sending appointment confirmation letters.
  • Preparing and sending post review meeting packs and agreements for clients.
  • Managing all documents sent to clients and document returns.
  • Manage client document delivery using post and portal.
  • Delivering all scheduled client reporting including Monthly Factsheets, Quarterly Outlook, Capital Gains tax statements, platform statements, income tax certificates.
  • Submitting all client business including platform trading and confirmation letters, following compliance procedures and file checks.
  • Dealing with all ad hoc client requests including change of address, withdrawals, change to income and new investment funds or premiums.
  • Ensuring all documentation is filed in VC and all registers and file check lists are completed.

Essential Skills:

  • Teamwork 
  • Attention to detail

Desirable Experience:

  • Ideally an experienced administrator or junior paraplanner who’s sole focus is to deliver wealth management service to clients.
  • The company expects Client Service Manager to progress to Level 4 qualifications, with the aim to progress onto Advanced Exams. 

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk

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