Wealth Manager Support Executive

Wealth Manager Support Executive

Location: London Area, United Kingdom

Salary: Up to £40,000/yr

Permanent

Wealth Management Support Executive | Client-Facing | City-Based – Hybrid Work Environment | Up to £40,000 + Bonus and Sponsored Industry Certifications

Join a reputable wealth management firm dedicated to providing reliable advice and personalised investment services. We are seeking a detail-oriented Wealth Manager Support Executive to contribute to the efficiency of wealth management operations, demonstrating strong organisational skills and proficiency in client communication.

Responsibilities:

• Manage the Wealth Manager Support Helpline and email inbox, addressing operational queries from Wealth Managers and their support staff. Take ownership of queries, ensuring Wealth Manager needs are prioritised and all SLAs are met.
• Guide time-critical events, such as dealing with errors and missing cash, ensuring Wealth Managers adhere to set procedures for a timely resolution.
• Support Wealth Managers in navigating various systems, including portfolio inquiry, trading tools, electronic signature, CRM, and account opening and transfer tools.
• Assist in the implementation of new procedures and systems, adapting quickly to office and client needs while collaborating with relevant departments.
• Activate and administer client logins for the online valuation system, Client Access, and assist investors facing login issues.
• Execute trades for investors unable to reach their Wealth Manager and for Wealth Managers facing system-related challenges.
• Collaborate with the Wealth Manager and Client Support Team Leader on escalated queries.
• Conduct morning system checks, following the IT critical incidents process to address any system issues impacting clients or offices.

Requirements:

Specialist/Technical Knowledge/Qualifications:

• Minimum of two years in the UK Financial Services industry, with prior experience in a client-facing role.
• Proficiency in Microsoft packages, especially Word and Excel applications.
• Financial Services qualification such as IOC is preferred, or a commitment to study for IOC qualification after successful completion of the probation period, passing within two years.

Attributes:

• Excellent customer service and communication skills.
• Strong organisational and efficiency skills.
• Effective time management, multitasking, and workload prioritisation.
• Dedication to teamwork and a service-driven approach.
• Confidence in decision-making and taking ownership of queries.

Benefits:

• 25 days of annual leave + bank holidays, increasing annually to a maximum of 30 days.
• A hybrid working policy with flexibility.
• Generous pension contributions.
• Private medical healthcare.
• Discounted gym membership.
• Life, dental, and travel insurance.