Client Services Manager

Unique Opportunity for Recent Graduates with Business Admin Experience! Join a Fast-Paced, Dynamic and Client Centric Caring Team!
Are you a recent University Graduate with a passion for finance and clients with 6 months of administration experience or team assistant knowledge? Look no further! ISE Partners is seeking enthusiastic degree-educated individuals to join an innovative finance firm in the heart of Central London.a
 
Our Client: Prides itself on being a dynamic and client-centric finance firm where continuous learning is celebrated. Joining their team means being part of an environment that encourages creativity, innovation, and teamwork. ISE Partners are seeking recent graduates with A Level Maths, strong team assistant and admin skills, and a keen interest in finance and clients to contribute to their ongoing success.

What You'll Be Doing:

Client Onboarding and Processes:

• Crucial role in client onboarding, KYC, and suitability processes.
• Ensure accurate preparation, completion, scanning, and filing of client documentation.
• Prepare meeting and presentation documents to showcase the portfolio offerings.

Portfolio Management:

• Run valuations for clients quarterly.
• Keep client verifications up-to-date and well-maintained.
• Collaborate with Compliance to ensure actions align with guidelines and compliance standards.

Client Interaction:

• Liaise with the Client Administration team for accurate loading and maintenance of client data.
• Communicate with clients and intermediaries, taking instructions on portfolio matters.
• Instruct payments on behalf of clients after verification checks and identity confirmation.

Additional Responsibilities as Assistant to the Portfolio Managers:

• Manage diaries, travel arrangements, and expense claims.
• Handle correspondence with clients, including quarterly valuations.
• Address client queries and calls, ensuring thorough documentation for client files/CRM records.

General Responsibilities:

• Provide ad-hoc Reception cover as required.

Your Skills and Behaviours:

• Excellent verbal and written communication skills.
• IT literate with strong organizational and attention-to-detail capabilities.

Risk & Culture:

• Implement short and long-term strategies in line with the firm's vision.
• Demonstrate ethical, open, and honest behavior in line with a positive culture and values.
• Display passion, drive, and determination for excellence consistently.
• Encourage independent, creative thinking, innovation, and the power of teamwork.
• Act as a mentor, fostering a collaborative and team-oriented culture.
• Promote a friendly, inclusive, and diverse workplace, treating everyone with fairness and respect.
• Make risk-based decisions with good faith, sound judgment, and compliance with regulatory requirements, always acting in the best interests of the firm and its clients.

What is in The Offer:

• Competitive salary of £28,000 - £30,000 and above.
• Working Hours: 9 am - 5:30 pm.
• Excellent benefits package.
• Stylish office environment.
• In Central London.