13 Oct
Artemis Recruitment Consultants
London
Job description
Client Servicing Lead (Wealth Management) - London
We are looking for a Client Servicing Lead for our client based in London. You will be joining a well-established Wealth Management firm, a partner practice of SJP (St.
James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts.
Responsibilities :
- Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year.
- Maintain a comprehensive record of all client interactions, including meeting notes, phone conversations, and email correspondence,
to provide evidence of ongoing advice and engagement.
- Proactively engage with clients on a regular basis to ensure their satisfaction and address any concerns or issues they may have.
- Provide exceptional customer service and ensure that clients feel valued and supported throughout their relationship with our Practice.
- Identify opportunities for promoting our services to potential referrals from existing clients.
- Gather and update client data, including fact finds, and upload them to Salesforce to ensure all information is up to date and accessible.
- Ensure compliance with regulatory obligations, including the FCA "know your client" requirements and the Consumer Duty Act.
- Digitise client records using Salesforce, ensuring that all information is accurately recorded and easily reviewable.
- Re-contract with existing clients, ensuring that all necessary documentation is completed accurately and in a timely manner.
- Regularly review client files to ensure they are organized and easily accessible for internal and external audits.
- Ensure that all financial advice provided to clients is properly documented and supported by evidence.
- Document the annual ongoing suitability of investments and pensions for each client, ensuring that this information is recorded accurately.
- Maintain accurate and up-to-date data in Salesforce, regularly reviewing and updating client information as needed.
- Regularly review client records to ensure that all information is current and relevant.
Stay updated on industry trends and best practices in client engagement to continuously improve our approach.
Conduct client satisfaction surveys and gather feedback to identify areas for improvement and enhance the client experience.
Experience and Skills :
Previous experience in a client engagement or client servicing role, preferably within the financial services industry is desirable but not essential.
Finding the right person with a positive, hard-working attitude is our primary aim.
- Strong attention to detail and organizational skills, with the ability to manage and update large volumes of client information.
- Excellent communication and interpersonal skills, with the ability to build rapport and establish long-term relationships with clients.
- Excellent use of simple, plain English.
- Proactive mindset and ability to identify opportunities for client engagement and business growth.
- Knowledge of financial products and services, including investments and insurance would be helpful but not essential.
- Familiarity with CRM software,
such as Salesforce, for managing client interactions and records.
- Ability to analyse client data and extract meaningful insights to drive engagement and business growth.
- Results-oriented mindset and ability to meet or exceed client satisfaction and business targets.
- High ethical standards and commitment to maintaining client confidentiality.
- Strong problem-solving skills and ability to effectively manage client complaints and resolve issues.
▶️ Client Servicing Lead (Wealth Management) - London
🖊️ Artemis Recruitment Consultants
📍 London