Client Services Associate - Onboarding

Closing Date

Key Responsibilities

• We consistently ensure every action we take benefits our clients, putting them first to provide the best possible experience.
• Collaborate with peers to address capacity challenges, ensuring the team can meet client demands without compromising quality.
• Focus on personal objectives and development activity, pursuing personal professional growth.
• Monitor individual productivity with a clear understanding of expectation and indicators and implementing strategies to maintain or increase efficiency.
• Continuous Improvement: Continuously seek ways to enhance the onboarding process and client and adviser experience.
• Document Preparation: Efficiently prepare all required documents for client onboarding, ensuring completeness and accuracy.
• Account Opening: Execute the account opening process, adhering to SLAs and ensuring a seamless experience for clients.
• Information Analysis: Review and analyse information received from third parties and advisers to produce outputs that are both client and adviser friendly.
• Financial Plan Support: Assist in the completion of financial plans, ensuring they align with client goals and adviser guidance.
• Request Management: Address and resolve client and adviser requests in a timely and high-quality manner, maintaining strong attention to detail.

Skills Required

• Attention to Detail: Meticulousness in handling client information and financial documents.
• Problem-Solving: Ability to identify issues and develop effective solutions quickly.
• Time Management: Effectively prioritises tasks to meet service levels and client expectations, ensuring high-quality outcomes. Demonstrates the ability to manage multiple activities and cases simultaneously while maintaining focus and efficiency.