Job Description Core Asset Consulting are working closely with a leading Investment Management company who are seeking a Private Client Assistant to join their Client Relationship team based In Edinburgh. In this role you will provide officebased administration support to the Discretionary Investment managers, assuring their clients receive a consistently high level of client service through direct telephone contact, maintaining and supporting relationships with them and ultimately taking primary responsibility for the accurate administration of their business with the company. The ideal candidate should have excellent communication skills and great attention to detail in order to maintain the highest levels of service. Core

responsibilities:
- Helping in inputting, manipulating and maintaining data on the company crm systems to monitor prospects, generate proposals and open accounts - Taking responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and proposals - Continually updating Client Relationship Team Lead on workloads - Receiving telephone queries from clients & escalating as and when necessary. After appropriate training, the Assistant Relationship Manager (ARM) will be required to take dealing instructions directly from clients and the PCMs for ongoing placement - Supporting the Client Relationship team with proposal writing, portfolio analysis, ongoing suitability requirements & other tasks such as ongoing client fact finding - When required, help prepare client review documents and proposal documents - Planning and organising workflow with the PCMs, especially during client reporting periods - Liaising closely with relevant members of companys Operations team to ensure full communication and understanding, minimising errors and maximising service levels - Filing, in accordance with the company and FCA procedures - Suggesting realistic & appropriate improvements to the PC Continuous Improvement Process and Service Delivery Manager concerning company systems and procedures, in order to improve client service & internal processes - Subscribing to the companys declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives - Other duties, as reasonably required by the line manager and the companies Experience/Skills - Systems learning skills to be able to rapidly understand & use appropriate systems, including accurate inputting of detailed data across a number of different screens and software packages - Written skills, in order to clearly, concisely and thoroughly present information to clients and wealth managers - Numeracy skills in order to understand, process & check a range of data - Telephone answering, rapport and relationship building skills in order to rapidly establish a high level of trust with clients and wealth managers - Ability to manage expectations & demonstrate a high level of ownership, competence, reliability & responsiveness - Assertiveness & tenacity combined with diplomacy & sensitivity, in order to build & maintain good relationships with clients, wealth managers & colleagues across the company - Ability to ensure that necessary actions are taken to service clients, whilst maintaining positive relationships externally & internally - Planning & organisation skills to maximise operational efficiency & service, including appropriate prioritisation - Flexibility & innovative mindset, in order to be able to handle & support changing, and sometimes conflicting, needs & demands, & to continually improve working practices - Resilience in order to manage conflicting priorities & demands, ambiguity and demanding work loads - Personal development focus, taking responsibility with the company for driving forward both personal & professional development, in order to maximise effectiveness in this demanding role, and to grow within the role, and beyond Benefits - Competitive Salary - Good benefits package Job reference: 12235 To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. At CoreAsset, were committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that youre happy with any changes. By engaging with us (either by applying for a job were advertising, registering through our website, or getting in touch with our business) youre agreeing to be bound by this policy. CoreAsset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our ./aboutcoreasset/privacystatement CoreAsset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. INDPERM