Client Advisor Assistant

Purpose of the Job

Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across over 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

The Client Advisor Assistant based in Manchester, will play a pivotal role in supporting our Client Advisors and contributing to the exceptional service of our clients. 

We have multiple CAA roles available across our office locations in UK, so please apply if interested!

Key Accountabilities

• 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

Knowledge and Experience

A good knowledge and strong experience of the UK wealth management industry 
Experience of supporting a number of advisors, rather than on a 121 basis
Understands Risk within context of the role and meets the regulatory obligations, as applicable.
Competent at maintaining client data and communicating with clients

Attributes and Qualities

Good communication and written English skills.
Very good telephone manner, comfortable handling client queries
Excellent team working skills. Supports and encourages others to generate a positive working culture, sharing information cross-functions.
High accuracy and attention to detail.
Well organised and efficient.
Takes a solution oriented approach and challenges the way we do things: “see it, say it, fix it”.

Technical Skills

Computer literate with good knowledge of Microsoft systems (Word, Excel, Outlook, Powerpoint).
Capable of using either or both of G2 and Intelligent Office
Act as true first line of defence for clients and Quintet through proactive risk management.
Fluent in English
Encouraged to work towards a CISI or CFA level 4 qualification  

Languages Skills

Fluent in English