Client Services Associate (Solihull)

To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.

Responsibilities

• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
• Monitoring cash reconciliations and outstanding fees
• Processing and monitoring transfers in and out, liaising with clients and colleagues.
• You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
• Producing reports including valuations, performance summaries and transaction statements.
• Support wider team with processing new business application forms
• Processing accounts closures and deceased client cases and ensure timely completion of such cases
• Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right t...