Client Manager

Joining Artorius means becoming part of a team, a team with the determination to ensure that everything possible is done to the best of our ability, to maximise client experience and satisfaction. The business and its people are focused on building long term relationships with clients, serving generation after generation as trusted partners. Whilst we are not concerned about being considered the biggest, we must be considered to be the best at what we do.

Excellence is essential.

• set the standard for exemplary client service;
• support Client Partners in delivering high quality paraplanning and administrative support;
• act as a line of defence ensure high compliance standards supporting suitability;
• act as mentor to Client Service associates and trainee client managers.
• support the Head of Wealth Planning to continually improve our technical standards;
• support the Chief Operations Officer to continually improve our processes
• lead office and group project initiatives.

The role is for someone who is self-motivated, well organised and pro-active in managing competing priorities to ensure that clients receive the high quality service they deserve and Artorius expects.

Individuals appointed to the role are required to provide excellence in service to and make a significant contribution in the delivery of quality advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. This is to be achieved by providing proactive and efficient support to Clients and Client Partners, ensuring client service excellence.

The Client Manager role is key to the business providing full administration support to Client Partners and directly to Clients, ensuring that all business is accurately processed expediently to high service standards. Furthermore, Client Managers will support Client Partners in the provision of 'paraplanning' i.e. collating fact find information, profiling, recommendation, delivery and ongoing service phases of our advice process. This role combines administration and paraplanning.

This is intentional to reduce client 'hand offs' to give the Client Manager ownership for the client and case work. A Client Manager will have sufficient technical expertise to understand client affairs, avoid the situation where a small administrative item is missed that could have a significant impact on the client's affairs and drive the quality advice.

Client Managers should become the trusted 'first port of call' for the Client and their advisers on a day to day basis.

• Delivering excellence for clients at all times
• Total focus on optimal outcomes for clients; precisely and timely process instructions, new business and transactions from submission to completion.
• Ensuring client service level expectations are delivered, including taking action where required.
• Working in a structured way and supporting Client Partners in providing them structure (and as such reassurance).
• Proactively obtaining, collating and reviewing information/quotations required. Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client’s needs and developing appropriate recommendations.
• Proactively completing research and analysis of the client case and of the market of solutions.
• Drafting high quality advice suitability recommendations.
• Proactively co-ordinating parties, both internal and external, to ensure they are aligned in delivering for the client. This includes keeping all stakeholders informed and updated.
• Retaining clients with Artorius through delivering excellence
• Ensuring data in systems relating to client and case work is accurate and updated.

• Always presenting the Artorius ethos.
• Ensuring we are viewed by our Clients with esteem and high regard.
• Building and maintaining the professional relationships with colleagues, clients, and third parties including; private banks, provisional advisers, product providers and introducers to contribute to building a highly positive Artorius reputation.

• Highly effective team member; supporting colleagues in offices and across the business.
• Sharing expertise and drawing on expertise across the firm to maximise client experience.
• Ensuring a co-ordinated approach, utilising skills and people from across the business to service a client.
• Working with other Client Managers and the Head of Wealth Planning to develop technical best practice, and on the management of…