Client Service Associate - Wealth

NatWest Group
£35,367 - £44,782 a year
City of London, England
Full time
3 weeks ago

Join us as a Client Service Associate in Wealth

  • We’ll look to you to deliver excellent service to our clients, keeping their needs and financial goals in mind at all times
  • You’ll be educating clients in the different ways they can do their banking and supporting them in choosing the options that work best for them
  • We’re looking for a detail-orientated individual to complete processes and procedures, while providing the client with a seamless experience
  • This role does not meet Skilled Worker sponsorship requirements
  • This is an office first job, so your time will be spent on site working at our office 440 The Strand

What you'll do

In this role, you’ll be applying your client service expertise when dealing with and referring customer queries. As a Client Service Associate, we’ll count on you to exceed client expectations through quality and timeliness of service and by providing an excellent experience at the first point of contact.

You’ll also be:

  • Responsible for providing a friendly, professional and welcoming experience to assist clients who arrive for meetings
  • Using your expertise to provide excellent client service to handle a range of banking requests and transactions, including for Safe Custody & Cashier responsibilities
  • Improving processes and procedures to maximise client satisfaction and efficiency

The skills you'll need

To join us in this role, you’ll have experience of working in the financial service industry and delivering to deadlines. You’ll also be able to creatively solve problems while supporting clients and your team. A working knowledge of Avaloq is preferred but not essential as training will be provided.

We’re also looking for you to demonstrate:

  • Knowledge and experience of working in a frontline job
  • The ability to prioritise work and achieve quality results while maintaining high levels of detail
  • A good knowledge of Microsoft Office, especially Microsoft Excel
  • Good planning and organisational skills
  • Knowledge of regulation and compliance, including data protection, money laundering and the FCA
Apply
Other Job Recommendations:

Retail Scan Associate

Circana UK
Winchester, England
£30,389 - £38,480 a year
  • The Retail Scan Associate role provides an important...
  • Being part of our field team provides an opportunity to work...
3 days ago

Client Associate Partner (London)

Open Partners
City of London, England
£49,747 - £62,990 a year
  • Manage and oversee account performance
  • Support assigned Client Partner
  • Develop high quality personal relationships with clients...
2 weeks ago

Investment Counselor - Wealth at Work

Citi
City of London, England
Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry...
4 days ago

Document Production Associate

Williams Lea
Leeds, England
  • Must be able to meet deadlines and complete all projects in...
  • Good problem solving skills, with the ability and...
1 week ago

Client Operations Associate (8-month FTC)

JustPark
City of London, England
£35,756 - £45,275 a year
  • Onboarding new clients and listings to a high standard
  • Offboarding sites to a high standard and ensure drivers are...
1 day ago

Client Account Services Operator - Senior Associate

JPMorganChase
Bournemouth, Christchurch and Poole, England
  • Drive/Promote/Contribute to enhancing an inclusive culture...
  • Identify and execute process improvements and provide...
3 weeks ago

Associate Director - Client Service and Delivery

WTW
City of London, England
£39,663 - £50,223 a year
  • Lead and deliver the end to end ongoing client service,...
  • Proactively develop appropriate solutions and proposals for...
3 weeks ago

Research Assistant/Associate (Fixed Term)

University of Cambridge
Cambridge, England
£32,546 - £45,413 a year
The Department of Genetics is seeking to appoint a short-term postdoctoral Research Assistant/Associate to start as soon as...
4 weeks ago

LAS Senior Associate (Solutions Hub)

Spencer Stuart
City of London, England
£58,990 - £74,695 a year
  • Contribute to qualifications packages by providing market...
  • In conjunction with the Consultant, take formal references...
4 weeks ago

Tesco Colleague - Llandudno Express

Tesco
Conwy, Wales
£24,000 - £26,000
  • Being a colleague in one of our stores means that you will...
  • You will meet great people, learn new things and be part of...
13 hours ago