Client Service Associate

Clifton, ENG, GB, United Kingdom

Job Description

Wealth Club is an investment platform for sophisticated investors. Over 13,500 clients have invested more than 1.7bn through us. Since launch in 2016, Wealth Club has become the largest service of its kind in the UK. Recently, we launched the UK's first private equity fund supermarket.

To support the existing business and continue our growth, we're looking for hard-working, diligent and ambitious individuals to join our Client Service and Operations teams. This position is for someone who is great at dealing with people, proactive and possesses strong analytical skills. The successful candidate will be responsible for maintaining and improving the excellent level of service Wealth Club provides - https://uk.trustpilot.com/review/www.wealthclub.co.uk

For the right person, there is the potential to progress into almost any area of the business - be it investments, research, marketing or compliance.

Skills



Proficient computer skills, with the ability to learn new systems quickly. Strong communication skills, both verbal and written, with an emphasis on building a rapport with clients and attention to detail. Excellent analytical skills, ability to interpret data and explain complex information concisely, accurately and compliantly. You don't need a background in investments, venture capital or private equity but an understanding is helpful. That said, we'll invest time training and supporting ambitious people willing to work hard.
Ability to work independently as well as within a team. This role offers an exciting opportunity for those looking to advance their career in financial services with scope to gain exposure to all parts of the business.

We all work from our office in Clifton, Bristol. Nobody works remotely. We find Teams, Zoom, Slack are no substitute for being able to walk to someone's desk or bounce ideas off each other whilst waiting for the kettle to boil.

Annual discretionary bonus

Job Types: Full-time, Permanent, Graduate

Pay: 26,000.00 per year

Benefits:

Casual dress Company events Company pension Free flu jabs Life insurance Private medical insurance
Education:

University degree (preferred)
Work Location: In person

Job Types: Full-time, Permanent, Graduate

Pay: 26,000.00 per year

Benefits:

Company events Company pension Life insurance Private medical insurance
Education:

Bachelor's (preferred)
Work Location: In person

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Job Detail

  • Job Id
    JD4082475
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Full Time
  • Job Location
    Clifton, ENG, GB, United Kingdom
  • Education
    Not mentioned