Join us as a Portfolio Client Support Officer

• This is an opportunity to gain exposure to high-net-worth client operations while deepening your knowledge of wealth management within a collaborative, growth-oriented environment
• This is a chance to join a workplace that values integrity, innovation, and work-life balance
• Join a collaborative environment where your growth matters, with full support to achieve your ACII CF1 qualification within your first six months in role
• This is a hybrid role with an expectation for you to go into the office a minimum of 1 day per week to connect with your team
• This job does not meet Skilled Worker visa sponsorship requirements

What you'll do

As a Portfolio Client Support Officer, you’ll play a critical role in delivering exceptional client service and ensuring clear and effective communication. In this role, you’ll also collaborate with key stakeholders and actively contribute to client engagement initiatives.   

You’ll act as the first point of contact for our portfolio clients, ensuring smooth and accurate handling of non-advised investment transactions while proactively fostering stronger client relationships.

In addition, you’ll be: 

• Serving as a trusted point of contact for clients, providing exceptional service through both inbound and outbound calls
• Accurately and efficiently processing non-advised investment transactions in collaboration with partners and product providers
• Preparing client communications and managing payment transactions in accordance with bank guidelines
• Supporting proactive client engagement by identifying opportunities and scheduling suitability reviews with wealth managers
• Maintaining accurate records and making sure of compliance with regulatory standards

The skills you'll need

We’re looking for someone with a strong background in client service and operational processes, along with exceptional attention to detail, and a commitment to regulatory standards. To succeed in this role, you’ll also need to demonstrate an ability to manage multiple responsibilities efficiently while consistently delivering outstanding client experience. 

In addition, you’ll need: 

• Excellent communication skills and ability to collaborate effectively across teams
• An interest in investment products and a strong understanding of compliance standards
• A proactive mindset and exceptional problem-solving skills
• Openness to learning and commitment to professional growth

Hours

35

Job Posting Closing Date:

Job Posting Closing Date is not yet published.

Ways of Working:Hybrid