Purpose of the role:
Responsible for assisting the Participant Relationship Managers with their portfolios of high-net-worth individuals covering the spectrum of Employer Solutions’ service lines - pension and retirement plans, employee benefit trusts and deferred compensation plans.
Responsibilities:
- Assist in maintaining relationships with UHNW and HNW participants
- Receive, action and respond to client and participant queries in a timely manner
- Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place
- Assist with client and participant queries
- Document trustee and directors decision making
- Assist with the administration of client companies
- Adhere to risk & associated compliance procedures in relation to regulatory requirements and AML legislation
- Preparation of asset statements for UHNW and HNW participants
- Attendance at client calls, and meetings, and dealing with associated action points
- Running a contact programme for non-HNW plan members, in conjunction with the Comms Team