Client Service Executive

Job Description:

We have a fantastic opportunity for a Client Service Executive to join the team at a Wealth Management firm on a permanent basis.

This role is based in London.

In this role, you will act as the main point of contact for client enquiries.

• Experience working in a client service role in financial services


• Experience managing client administrative staff is desirable


• Grades A-C at GCSE or equivalent in English and Maths


• Knowledge of regulatory environment


• Excellent stakeholder management skills

• Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.


• Manage the client life-cycle administration process to ensure a timely and efficient client experience.


• Take ownership and accountability for all client administration tasks.


• Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.


• Ensure all client life-cycle processes are followed, end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes


• Work closely with the team and wider administration functions to develop and share best practice.


• Identify opportunities for operational efficiency and process improvement


• Lead and take ownership on all administration activity


• Attend Client Support meetings, contribute by sharing good practice and process improvement suggestions.

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15819

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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