The Client Advisor Assistant will work as part of the Private Banking client facing team within a support role function, providing a range of assistance in support of Client Advisors
To proactively assist Client Advisors with the management of Clients wealth in line with their aspirations and risk appetite. Provide support for client meetings, for example, preparation of meeting packs, attending meetings where required and taking ownership of post meeting actions e.g. payments.
Contact clients as requested by the Client Advisors, by telephone, letter or in person in order to ensure client's needs are met, including arrangement of meetings, annual reviews and similar activities
To provide, as necessary, support in responding to client queries.
To maintain client files and records through standing data amendments including new client set-up and deletion.
Answering client calls and queries professionally
As required, to liaise with the operations and administration units on behalf of the team.
To prepare, check and dispatch client valuation records, either screen based or in hard copy, as required to maintain accuracy and in accordance with regulatory requirements.
If requested, to assist in all projects expected on the team. To assist in ensuring the team meets all its obligations in respect of the Client Profile Update process.
To print valuations and statements, request payments and record cash receipts/transfers
To update weightings and meetings file for last review date and last meeting date
Provide support to other teams as required
To reflect and adhere to culture of compliance in all relevant tasks and throughout the company

3 Quintet Private Bank jobs in England & Wales