Client Operations Associate

Client Operations Associate

Our client based in London is looking for an Client Operations Associate to join their Wealth Management team. This position will be a hybrid role, looking after two key areas of Operational Support - Policy Servicing and Client Review Administration.

The Policy Servicing Team are generally responsible for all manner of administrative duties, updating the back-office system (X-Plan) and providing support to the Paraplanners and Advisers. The Client Reviews Team is responsible for preparing client valuation packs for regulatory review meetings.

• Achieve a comprehensive understanding of the Policy Servicing and Client Reviews processes.
• Update the back-office system (X-Plan) accurately and in a timely fashion.
• Prepare client valuation packs for regulatory review meetings, including contacting providers and gathering information.
• Respond to queries and information requests from Paraplanners, Advisers and clients.
• Deal with changes of address, bank details, Trusts/Nominated Beneficiaries and client terminations.
• Ensure compliance checks and documentation are accurate and up to date.
• Accurately record all time charges.
• Mentor members of the team that are part of the Graduate program.

• Previous experience in a wealth management or financial services operational support role
• Strong attention to detail and organisational skills
• Excellent written and verbal communication skills
• Comfortable working across two areas of responsibility