Job Introduction
Handelsbanken Wealth is responsible for all wealth and investment management activities of the Group in the UK.
We are recruiting for a Client Support Associate working within the Operations Client Support Team to provide first class support to customers. The Client Support team are the dedicated administration and ad hoc advisory source for our Self Select and Asset Management only clients. This role will be based in our Tunbridge Wells office.
Main Responsibilities
- Provide general administration and support to Clients engaged under either the Asset Management/ Financial Planning, Self-Select services including handling client telephone enquiries
- Administrative support to Associate Client Directors including producing meeting documentation and managing letters of authority
- Dealing with new applications received for Self-Select service, following the procedures which include scanning/saving documents, account set up, anti-money laundering checks.
- Trade / investment requests which include payments out to clients and investing monies received
- Provide basic technical guidance around Client Centre e.g. about how to navigate the website, log on, submit passwords, access research/marketing material and, generally help the client to use the available online functionality
- Undertake appropriate follow up action where straightforward which will include generating client letters, emails and dealing with phone calls promptly
- Updating client records and liaising with the rest of the business regarding Data Amendments, trades and payments
- Liaising with other Handelsbanken Wealth and Asset colleagues, Handelsbanken branches and their customers
- Dealing with Bereavement process for CST clients as well as on behalf of Client Director’s/Associate Client Director’s, following procedures and managing through to closure
Ideal Candidate
Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried you don't meet all the criteria, get in touch anyhow and let us do the worrying…
- Experience of providing customer service
- Experience within the wealth management/financial planning sector is desirable but not essential
- Confidence to liaise with staff and external parties at all levels
- Strong numeracy skills and excellent attention to detail
- Good communication skills and telephone manner
- High level of computer literacy (Microsoft Word, Excel and PowerPoint) is essential
Company Information
Handelsbanken is a relationship bank with a decentralised way of working, a strong local presence thanks to a nationwide network of branches, and a long-term approach to customer relations. Each Handelsbanken branch operates as a local business enabling it to make decisions at a local level and provide a bespoke service. The focus is always on the need of the individual customer and not on the sale of specific products.
The Bank is deeply committed to embedding good equality and diversity practice into all of our activities. This is so that we are an inclusive, welcoming and inspiring place to work that encourages everyone to apply, regardless of socio-economic background, age, disability, pregnancy and/or parental status, race (including colour, nationality, and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment or sexual orientation.
Check our Handelsbanken website for further information
At Handelsbanken, we deeply value our unique culture and values including trust in and respect for each individual. We take pride in nurturing a work environment where people flourish, and where they are empowered to take decisions in their areas of expertise. We take a long term perspective in everything we do and want each employee who joins us to build a long term successful career with the Bank.
What is in it for you?
- We have a wide range of learning and development available, empowering and enabling our colleagues to take ownership of their own development.
- Competitive Salary and an extensive range of benefits is provided, including private medical insurance, income protection and life assurance
- A market-leading pension contribution of 15% paid by the bank, which can be invested in a wide range of funds (including ESG and Shariah funds)
Application next steps
Your journey with us begins once you have submitted your application. One of our Handelsbanken recruiters will be reviewing your details and will later organise a phone conversation if you match the role requirements. If there is a mutual fit, we will extend an invitation for you to participate in an interview.
How can we support you to be your best self? Our Talent Acquisition team will be happy to provide support e.g. if you need additional time to prepare for an interview or you have any requirements for any part of the interview/hiring process – just let us know by email uk_talent@careers.handelsbanken.co.uk.
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