Client Operations - Wealth Manager

Looking for Client Service professionals who are ready to take the next step in their career! Please reach out if you: - 6 months+ in Wealth Management Operations - Ideal candidates will understand the basics of Wealth Management products (IHT, CGT, BR, ISA, SIPP, Trusts etc.) - Have excellent verbal and written communication skills ... and are keen to be part of a vibrant, high energy team!

CLIENT SERVICES ASSOCIATE – WEALTH MANAGEMENT

Salary: £40-50,000
Location: London

A highly respected investment manager is seeking a Client Services Associate to join their thriving London office, offering a competitive salary of £40-50,000. This is an exceptional opportunity for you to become part of a close-knit and supportive team that places client care at the heart of everything they do. You will be empowered to make a real difference by delivering industry-leading service to a diverse range of clients, including financial advisers, wealth managers, family offices, and high-net-worth individuals. The organisation is renowned for its open culture, where your voice is heard and your contributions are truly valued. With comprehensive training and development programmes, as well as clear recognition for outstanding performance, this role offers you the chance to grow your career in a business that rewards commitment and encourages personal growth. If you are passionate about building relationships, eager to learn, and thrive in a collaborative environment, this could be the perfect next step for you.

• Join a welcoming and inclusive team where your input is valued and your professional growth is supported through structured training and ongoing development opportunities.
• Enjoy working in a dynamic environment that recognises and rewards excellence with increased responsibility and exposure, regardless of your length of service.
• Be part of an organisation committed to equality, diversity, and inclusion, where every employee is encouraged to contribute ideas for continuous improvement in client experience.

What you'll do:

• Respond promptly and professionally to inbound calls and emails from clients, ensuring each interaction reflects the highest standards of care and attention.
• Collaborate closely with colleagues across the business to resolve client queries efficiently while maintaining seamless communication within the team.
• Produce, check, and distribute regular client communications with meticulous accuracy, safeguarding both clarity and compliance at all times.
• Contribute actively to process improvement initiatives by identifying opportunities to enhance operational procedures and elevate the overall client experience.
• Participate in a variety of engaging projects alongside daily responsibilities, broadening your exposure across different areas of the business.
• Demonstrate diligence by handling even routine tasks with precision and reliability, supporting the smooth running of day-to-day operations.
• Build strong relationships with clients and internal stakeholders alike by displaying empathy, patience, and a genuine desire to help others succeed.
• Take initiative in learning new systems or processes quickly, adapting flexibly to changes within the business environment.
• Support the wider team by sharing knowledge generously and offering assistance wherever needed to ensure collective success.
• Uphold organisational values by acting with integrity, accountability, and a commitment to exceeding expectations in every aspect of your work.

What you bring:

The ideal candidate for the Client Services Associate – Wealth Management position brings proven experience in delivering high-quality customer service within a professional environment. Your background may include roles where you have managed client interactions over the phone or via email with sensitivity and care. You excel at building connections with people from all walks of life thanks to your empathetic approach and strong communication skills. Your attention to detail ensures that every task whether routine or complex is completed accurately. You thrive when collaborating as part of a team but are equally comfortable taking initiative when it comes to learning new things or suggesting improvements. Above all else, you are motivated by helping others succeed both clients who rely on your expertise and colleagues who benefit from your supportive nature.

• You possess excellent telephone skills developed through previous experience servicing clients over the phone in a professional setting.
• Your written English is outstanding, enabling you to handle daily email correspondence with clarity and precision.
• You bring a positive attitude towards teamwork, always willing to support colleagues and share knowledge openly.
• You demonstrate diligence by applying great care even when completing basic administrative tasks.
• You have an aptitude for picking up new information quickly and adapting smoothly to changing processes or systems.
• You show genuine interest in developing your skills within wealth management or financial services environments.
• You are comfortable resolving complex enquiries from clients or intermediaries with patience and empathy.
• You display strong interpersonal abilities that allow you to build rapport easily with both clients and internal teams.
• You are proactive about self-improvement seeking feedback, embracing training opportunities, and taking an active interest in the future direction of the business.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates