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Client Advisor Assistant

United Kingdom, Cambridge · Job Posted January 03, 2026
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Job Description

The role holder will work as part of the Private Banking client facing team within a support role function, providing a range of assistance in support of Client Advisors.

Job Responsibility

  • Proactively assist Client Advisors with the management of Clients wealth in line with their aspirations and risk appetite
  • Provide support for client meetings, for example, preparation of meeting documentation attending meetings where required and taking ownership of post meeting actions e.g. payments
  • Contact clients regularly by telephone, letter or in person in order to ensure client’s needs are met
  • Provide, as necessary, support in responding to client queries
  • Maintain client files and records through standing data amendments including new client set-up and deletion
  • Liaise with the operations and administration units on behalf of the team
  • Prepare, check and dispatch client valuation records, either screen based or in hard copy, as required to maintain accuracy and in accordance with regulatory requirements
  • Assist in all projects expected on the team
  • Assist in ensuring the team meets all its obligations in respect of the Client Profile Update process
  • Reflect and adhere to culture of compliance in all relevant tasks and throughout the company
  • Develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications
  • Carry out any other duties as may reasonably be required

Requirements

  • A good knowledge and strong experience of the UK wealth management industry
  • Experience of supporting a number of advisors, rather than on a 121 basis
  • Understands Risk within context of the role and meets the regulatory obligations, as applicable
  • Competent at maintaining client data and communicating with clients
  • Good communication and written English skills
  • Very good telephone manner, comfortable handling client queries
  • Excellent team working skills
  • High accuracy and attention to detail
  • Well organised and efficient
  • Takes a solution oriented approach
  • Computer literate with good knowledge of Microsoft systems (Word, Excel, Outlook, Powerpoint)
  • Capable of using either or both of G2 and Intelligent Office
  • Act as true first line of defence for clients and Quintet through proactive risk management
  • Encouraged to work towards a CISI or CFA level 4 qualification
  • Fluent in English

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