Joining Artorius means becoming part of a team, a team with the determination to ensure that everything possible is done to the best of our ability, to maximise client experience and satisfaction. The business and its people are focused on building long term relationships with clients, serving generation after generation as trusted partners. Whilst we are not concerned about being considered the biggest, we must be considered to be the best at what we do. Excellence is essential.

Individuals In The Role Of Client Manager Are Expected To

• set the standard for exemplary client service;

  
  

• support Client Partners in delivering high quality paraplanning and administrative support;

  
  

• act as a line of defence ensure high compliance standards supporting suitability;

  
  

• act as mentor to Client Service associates and trainee client managers.

  
  

• support the Head of Wealth Planning to continually improve our technical standards;

  
  

• support the Chief Operations Officer to continually improve our processes

  
  

• lead office and group project initiatives.

The role is for someone who is self-motivated, well organised and pro-active in managing competing priorities to ensure that clients receive the high quality service they deserve and Artorius expects.

Purpose Of The Role

Individuals appointed to the role are required to provide excellence in service to and make a significant contribution in the delivery of quality advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. This is to be achieved by providing proactive and efficient support to Clients and Client Partners, ensuring client service excellence.

The Client Manager role is key to the business providing full administration support to Client Partners and directly to Clients, ensuring that all business is accurately processed expediently to high service standards. Furthermore, Client Managers will support Client Partners in the provision of ‘paraplanning’ i.e. collating fact find information, profiling, recommendation, delivery and ongoing service phases of our advice process. This role combines administration and paraplanning. This is intentional to reduce client ‘hand offs’ to give the Client Manager ownership for the client and case work. A Client Manager will have sufficient technical expertise to understand client affairs, avoid the situation where a small administrative item is missed that could have a significant impact on the client’s affairs and drive the quality advice.

Client Managers should become the trusted ‘first port of call’ for the Client and their advisers on a day to day basis.

Role Definition

• Delivering excellence for clients at all times

  
  

• Total focus on optimal outcomes for clients; precisely and timely process instructions, new business and transactions from submission to completion.

  
  

• Ensuring client service level expectations are delivered, including taking action where required.

  
  

• Working in a structured way and supporting Client Partners in providing them structure (and as such reassurance).

  
  

• Proactively obtaining, collating and reviewing information/quotations required. Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client’s needs and developing appropriate recommendations.

  
  

• Proactively completing research and analysis of the client case and of the market of solutions.

  
  

• Drafting high quality advice suitability recommendations.

  
  

• Proactively co-ordinating parties, both internal and external, to ensure they are aligned in delivering for the client. This includes keeping all stakeholders informed and updated.

  
  

• Retaining clients with Artorius through delivering excellence

  
  

• Ensuring data in systems relating to client and case work is accurate and updated.

Being An Ambassador of Artorius

• Always presenting the Artorius ethos.

  
  

• Ensuring we are viewed by our Clients with esteem and high regard.

  
  

• Building and maintaining the professional relationships with colleagues, clients, and third parties including; private banks, provisional advisers, product providers and introducers to contribute to building a highly positive Artorius reputation.

Team Work

• Highly effective team member; supporting colleagues in offices and across the business.

  
  

• Sharing expertise and drawing on expertise across the firm to maximise client experience.

  
  

• Ensuring a co-ordinated approach, utilising skills and people from across the business to service a client.

  
  

• Working with other Client Managers and the Head of Wealth Planning to develop technical best practice, and on the management of product/provider panels.

  
  

• Where required, lead or provide support with project work to progress the business and provide a progressive service to the client.

Technical Excellence And Innovation

• Good knowledge of HNW and Ultra HNW clients and their families and trusts.

  
  

• Strong practical knowledge of private banking and platform/custodian arrangements.

  
  

• Strong financial planning understanding of markets, relevant jurisdictional taxation, asset classes, product wrappers and tax structures. [Should be or be working to level 4 diploma level qualification with an aspiration to be level 6 qualified and chartered].

  
  

• Excellent paraplanning capability; researching and drafting suitability.

  
  

• Excellent administrative skills, with an eye for detail ensuring a high level of accuracy in all areas of work.

  
  

• Strong communication.

  
  

• Strong understanding of policies, systems and processes.

  
  

• Good task management and basic project skills to provide strong coordination.

  
  

• Professionalism – self driven development of technical knowledge and qualifications.

  
  

• Keeping up to date on technical, legislative/regulatory changes in your respective markets to enable the proposition to develop and evolve.

  
  

• Identifying and developing solutions to provide innovative client solutions.

  
  

• Bring into the firm ideas and concepts to improve what and how we deliver for clients.

  
  

• Effective use of Excel, Word and PowerPoint.

Taking Ownership

• Able to work autonomously, able to organise and manage time efficiently and effectively whilst being flexible.

  
  

• Committed to support clients and colleagues by proactively taking on challenges and

  delivering solutions.

  
  

• Total commitment to fully understanding your ‘pod’s’ business plan, your role in this plan and your delivery (through self-management) to this plan.

  
  

• Total commitment to the AW group business plan, your role in this plan and your delivery (through self-management) to this plan.

  
  

• To be responsible for personal training and competency and maintaining CPD within the framework where agreed with the firm’s management.

Acting Compliantly And Managing The Firm's Risk

• Ensuring records are maintained and business is processed in a compliant manner as detailed in the firm’s compliance and operations manuals and procedures.

  
  

• Maintaining strong fully documented client files and records; ensuring strong documentary evidence is in place to support that recommendation.

  
  

• Acting as a line of defence to the Client Partners, supporting them, but also supporting management and compliance in ensuring quality and compliant advice is delivered. Providing the appropriate level of query and challenge, and escalating concerns where necessary, to the quality of advice and files to Client Partners.

  
  

• Proactively inputting how/what we do (processes, systems and procedures) can be improved.

  
  

• Comply with the relevant procedures (compliance, TCF, T&C, financial crime anti-money laundering, data security, anti-bribery, fraud and corruption, advice process) of the firm at all times.

  
  

• Comply at all times with Cross Border restrictions and pass porting requirements applicable to relevant jurisdictions.

Fitting The Artorius Culture

• Client centricity

  
  

• Transparency and honesty with clients and all stakeholders we deal with.

  
  

• Energy, commitment and hands on approach to make it happen for clients, our colleagues and our stakeholders.

  
  

• Pride in who we are, what we do and how we do it without arrogance.

  
  

• Always act with the highest levels of ethical behaviours in regards to all interactions with clients, colleagues and external partners.

Other Details

• Role reports to Head of Client Experience, and dotted line to the Head of Wealth Planning.

How To Apply

If you would like more information about the role, please contact Sarah.Hore@artorius.com