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Description

If you’re looking to join an organisation that will give you the right opportunities and experience to develop your career, join Tilney Smith and Williamson.

Tilney Smith & Williamson

Tilney Smith & Williamson’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services.

Job Purpose:

The Account Manager role will provide support to an Investment Team in the London office
supporting our Investment Managers . The role has direct responsibility for all non-investment related
elements of the client relationship in order to deliver e xcellent client service to their clients.


Key Responsibilities:


Account Manager Role

· Responsibility for the non-investment related elements of the client relationship
· Deliver excellent client service to all clients, both internal and external
· Maintain the knowledge and skills required to engage confidently and accurately and in line 
with current industry regulations with both internal and external clients
· Ensure client reporting and fee processes deadlines are met
· Deliver all client service processes accurately, efficiently and in the best interests of the client

· Work closely with the other business teams (Operations, Compliance) to ensure a seamless 
client experience


Provide assistance to an investment team

· General administrative support activities


· Act as a key contact point for enquires


· Delegate and monitor tasks to other areas of the business as appropriate


· Client reporting and fees


· Actively monitor and arrange client meetings when due


· Client on-boarding from first contact to sign-up

· Account closing

· Responsibility for client static data on all systems

· Dealing with day-to-day inquires e.g. payments, valuations, website access , cheque logging

· Ensuring debit balances are minimized and cash available to cover fees and income 
requirements.


Skills, Qualifications and Behaviours:
· Client service experience with a private client wealth manager is preferable
· Strong inter-personal skills
· Excellent attention to detail
· Effective communicator in person and in writing
· Highly organised and able to multi-task efficiently
· Demonstrates the Tilney values

Value statement

Tilney Smith & Williamson’s chosen purpose to “place the power of good advice into more hands” succinctly encapsulates the group’s central mission of supporting both individuals and businesses to achieve their goals.

In delivering its purpose, Tilney Smith & Williamson have set out three core values that it is committed to embedding in the culture of the business:

  • Personal — we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all of our clients, large and small.
  • Partnership — we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
  • Performance — we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Diversity statement

The Tilney Smith & Williamson Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Tilney Smith & Williamson we are committed to equal opportunities in all aspects of our work.