AddressJob Purpose
To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Key Responsibilities
Supporting Client Management & Administration
- Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
- Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
- Acting as a key contact point for all internal and external administrative queries
- Provide email, diary administration & communication support including pre and post meeting preparation and actions
- Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
- Ensure all administration follows Wealth Managements regulatory and procedural processes
- Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
- Management of account opening and closure paperwork, and fee invoicing administration
- NON-CERTIFICATION ROLE
Key Interfaces
- Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
- Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
- Liaison with Client Transitions on general queries for take-on packs, static data updates and other Back Office Operations
- Client phone/email contact
- Compliance and other internal departments
