Accountancy & Finance

Client Services Supervisor- Surrey based

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A boutique financial services firm are seeking an experienced Supervisor/Team Leader with a financial services background to manage a team on 6 and work alongside a part time supervisor.

Job Code: 03842016
Pay Rate: £30k+bonus+benefits

Job Description:

Must have strong administration skills and good knowledge of using all Microsoft packages including Excel. Based in Surrey you will ideally live in the local area. You will need to have a financial services industry background to be considered for this position with supervisory/team leader experience.

  • Processing of business onto the platform in accordance with departmental standards
  • Obtaining appropriate documentation (AML and otherwise) to support account opening
  • Timely payment of income and withdrawals
  • Timely payment of commission to IFAs (initial and fee share) and maintenance of associated standing data
  • Monitoring receipt of stock and cash
  • Monitoring overdrawn client balances as required
  • Monitoring work queues on SWP as required
  • Timely answering of customer queries (by post and email) (including setting up Online Valuation Service/End Client Website access) and monitoring of outstanding queries
  • Maintaining client records on Private Client Database or SWP as appropriate
  • Collecting information as required
  • Preparation and dispatch of welcome letters and other correspondence
  • Processing client money transactions as required
  • Processing of post received as required
  • Monitor receipt and processing of discretionary business on platforms, including collecting relevant documentation, informing the fund managers and liaising with the platforms as appropriate

Preferred Skills: