Client Service Executive

Job Description:

We have an exciting opportunity for a Client Service Executive to join the team at a leading wealth management firm at their office in London on a 6-month fixed-term contract.

The successful candidate will act as the primary point of contact for all client enquiries and manage the client lifecycle process.

• Experience working in a similar role in Financial Services managing end-to-end administration processes.


• Knowledge of regulatory environment.


• Understanding of the products and services.


• Experience managing administrative staff (desirable).


• Client Facing Experience (desirable).

• Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g.
  
  end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.


• 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 lifecycle 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.


• Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g.
  
  ATRQ, Financial Questionnaires), producing client summaries/welcome letters.


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


• Act as the first point of contact for clients, assuming the role of the “go to” person for administration queries.
  
  This includes attending client meetings and leading discussions regarding client administration matters.

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: 16148

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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