Client Service Associate

Are you numerical, with excellent attention to detail and great interpersonal skills?

Tanager Wealth Management is an innovative provider of financial planning and investment solutions.

We seek a committed individual who is passionate about client service and working with clients in their best interests.

Opportunity

We have an exciting opportunity within our wealth management client service team, working closely with our clients and UK & US-based financial advisers to ensure positive client outcomes. We seek an individual committed to building a career in wealth management. We are a growing company and offer excellent opportunities for career development in a supportive and friendly work environment.

About the Role

Acting as a primary contact for client queries, overseeing the client onboarding process, and ensuring the delivery of exceptional client service, this role requires high efficiency and accuracy in daily tasks.

Key Responsibilities:

Submitting new business to custody platforms

Monitor and oversee the transfer of client assets

Back-office system management

Record keeping and audit trail management

Carry out service requests for clients

Maintaining compliance data and records

Develop and maintain relationships with internal and external third parties including clients, financial advisors, custodians, and wrapper product providers

Conduct annual client documentation checks for reviews

Attend client meetings or calls

Additional Information

Our role requires easy access to the office in order to be present as required to:

Liaise with other Tanager teams as appropriate

Attend client meetings as required

Working collaboratively and contribute to the business objectives of providing first class client service to our growing client base.

Continue to commit to personal development and participate in training.

Correctly utilise the firms technology solutions to ensure efficient working and data security.

This role would suit someone committed to a client service role with experience in a retail banking, wealth management/ investment environment and a knowledge of AML, KYC, and financial business processes.

Salary & Benefits

Basic salary: £27,000 to £30,000, dependent on experience

25 days annual leave plus bank holidays

Discretionary quarterly and annual bonuses based on individual and company performance

Workplace pension: 5% contribution plus 5% employer match

Income Protection (2 years pay at 50% after 6 months with long-term illness)

Gym and swimming pool membership

Regular socials, Christmas and summer parties

Reimbursement of study material and exam costs for US & UK licenses and certifications approved for your role

Industry body membership

Post-Probation

Hybrid working: 3 days in the office & 2 days remotely

Private Medical Insurance with Vitality

Perkbox - access to discounts, benefits and perks

Cycle to work scheme - salary sacrifice bicycle purchase

Tech scheme - salary sacrifice technology and white goods purchase (subject to probationary period)

1 Community Day per year

Essential

Transferable experience working in financial services

GCSEs in Maths & English

3 A-Levels (A-C)

Unrestricted rights to work in the UK

Desirable

A degree, or degree-level qualification, would be preferred but is not necessary

Commitment to personal development through training and professional exams

Outstanding written and oral communication with an excellent telephone manner

Ability to work on multiple tasks simultaneously and efficiently

Ability to interact with wealthy individuals in a confident, professional manner

Ability to work closely with third parties and commercial partners to achieve required client outcomes

Comfortable working in a team

Time management and prioritization

Excellent IT skills

Attention to detail

Can-do attitude

About Us

Tanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA.

We specialize in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.

We are regulated by the US SEC and the UK FCA, and all our advisors are both US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning.

We are growing organically due to our client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections.

We are an equal opportunities employer.

Please view our website for more information about our company and philosophy. Some topics which are important to us as an organization:

Tanager in the Community

Transatlantic Womens Wealth

ESG Investing Approach

Keywords: Client Support, Client Service, Client Onboarding, KYC, AML, Custody, Investment Platforms, Wealth Management

NO AGENCIES PLEASE

This recruitment campaign is run by Recruitment Rebellion.

Applicants, please do not apply directly to Tanager Wealth Management, as your application may be missed.

Only shortlisted candidates will be contacted

You are more likely to get a positive response if you follow these tips:

• Check that you meet the criteria for the role

• Apply with a CV that is clear, concise and correct

• Tailor your CV to highlight your experience and relevant achievements to the position

Our application process is designed to be fair, straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.