Role requirement
Vacancy type
Permanent
Sector
Private Wealth Management
Specialisim
Client Services / Relationship Management
Location
London
Language skills
English
Job reference No.
15819
Salary
Competitive
Data Published
26/09/2024
Closing date
24/10/2024
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.
Skills/Experience:
- 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
Core Responsibilities:
- 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.
Benefits:
- 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.
INDPERM
Contact
Originally from Ireland, Rachael has been an integral part of the Core-Asset Consulting team for eight years, bringing 20 years of recruitment experience from London and Edinburgh. With a background in Business Studies and an MA in PR & Communications, Rachael's unique blend of strategic insight and consultative communication adds valuable depth to our team and influences many of our client projects.
Specialising in executive search, financial services, and investment recruitment, Rachael supports clients across the UK and Ireland. She is a strong advocate for diversity, equity, and inclusion, mentoring young people through MCR Pathways and encouraging girls to pursue careers in finance and investment through her work with Future Asset. As Director and part of the senior management team, Rachael's passion for providing a truly consultative service, combined with her deep understanding of the financial services sector, has earned her a reputation as a trusted advisor in recruitment.
We put people before profit, service before sales and ethics above all.
Betsy Williamson Chief Executive Officer