Job Description:

We have a fantastic opportunity for a Client Service Executive to join a wealth management firm on a permanent basis. The role includes providing administrative support to a Portfolio Management Team, demonstrating strong communication and relationship skills.

Skills/Experience:

• Experience working in a financial or professional services in an administrative / on-boarding / client services type role
• Excellent communication skills both written and verbal.
• Ability to work to deadlines.
• IT literate, specifically in MS Office.
• Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.

Core Responsibilities:

• Playing a key role in client onboarding, Know Your Client and suitability processes.
• Ensuring client documentation is correctly prepared, completed, scanned and filed.
• Preparing meeting and presentation documents.
• Running valuations for clients on a quarterly basis.
• Ensuring all client verification is up to date and maintained.
• Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
• Liaising with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds.
• Liaising with the wider team during the transition of new clients to ensure they have the correct information.
• Diary Management, travel arrangements and expense claims.
• Correspondence with clients including quarterly valuations.
• Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.

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: 15833

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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