Client Services Assistant / Junior Wealth Advisor

Gravity is an international boutique investment advisory firm serving entrepreneurs, ultra-high net worth families, and institutions. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management. With a presence in four countries (UK, Israel, Greece, Cyprus), we work closely with the world’s top-tier banking custodians in the US, UK, Switzerland, and the EU, as well as top-tier money managers, to provide holistic solutions to a wide range of multi-jurisdictional clients.

Position Overview

As a key member of our Client Services team, reporting directly to the regional team head and ultimately the Group COO, you will play a vital role in ensuring the seamless operation of client accounts and maintaining the high standards of service our clients expect.

Key Responsibilities

• Client Onboarding: Manage and support the onboarding process for new clients, including gathering required documentation, coordinating account openings, and ensuring compliance with regulatory standards.

• Transaction Management: Handle client instructions for various account transactions such as deposits, withdrawals, transfers, and trading, ensuring accuracy and timeliness.

• Billing and Reporting: Assist in the accurate and timely processing of client billing statements, and prepare regular reports for internal and external stakeholders.

• Record Maintenance: Maintain client records and update CRM systems with relevant information and interactions, ensuring data integrity and confidentiality.

• Client Communication: Coordinate client communications and follow-ups to ensure prompt responses and effective service, acting as a point of contact for client inquiries.

• Banking Liaison: Communicate with banks and financial institutions regarding client documentation, account openings, and transactions, ensuring smooth operations.

• Issue Resolution: Facilitate the timely resolution of client inquiries and banking-related issues, proactively addressing potential challenges.

Skills & experience

• Educational Background: A bachelor’s degree, preferably in Finance, Economics, Business Management, or a related field. A relevant master’s degree would be appreciated but is not required.

• Work Experience: At least 5 years of relevant work experience in banking, wealth management, or a similar function, with exposure to an international environment and culture.

• Language Skills: Fluency in English and Hebrew is a prerequisite.

• Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with staff at all levels and external partners.

• Organizational Skills: Strong organizational and time management skills, with the ability to multitask and prioritize effectively in a fast-paced environment.

• Technical Proficiency: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM Systems. Experience with financial software (e.g., Bloomberg, Reuters) is an advantage.

• Professionalism: Ability to handle confidential information with discretion and maintain a high level of professionalism. A client-centric approach and a commitment to delivering exceptional service are essential.

Compensation

• Salary: Competitive salary, commensurate with experience.
• Bonuses: Performance-based bonus.
• Career Growth: Opportunities for advancement within the firm and the role based on performance and contribution to the team's success.