Client Liaison Administrator

 

Description:

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 16,000 active clients and c. £6.1 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

 

RESPONSIBILITIES

 

Adherence to Management Systems & Controls

  • Maintain an up to date knowledge of company policies and procedures
  • Ensure timely execution of client instructions, cheques, contract notes and policy documents (when applicable)
  • Work with colleagues to ensure adherence to company procedures and standards
  • Refer all client complaints and concerns promptly to your manager, the adviser and the compliance officer
  • Ensure shared working area is kept up to date and all client documents are saved on the X drive when finalised
  • Maintain records according to the company standard

 

Effective Communication & Support

  • Communicate with colleagues, clients and product providers in a professional manner, using appropriate business language and correct grammar
  • Attend regular operations meeting to discuss ongoing work and raise any queries
  • Assist other support staff when needed and when there is capacity to do so

 

Adviser Support

  • Personal support to the adviser
  • Monitor and manage the adviser’s diary
  • Deal with all bespoke adviser queries and requests
  • Monitor the adviser’s opportunities on a weekly basis
  • Open post daily and pass to other support staff
  • Prepare meeting packs

Organization Kingswood Group
Industry Management Jobs
Occupational Category Client Liaison Administrator
Job Location London,UK
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2021-10-13 3:51 pm
Expires on 2021-11-27