Client Executive – Asset Servicing

Are you a client service professional with a passion for delivering exceptional support to sophisticated clients? We’re working with a leading financial institution looking for a Client Executive to join their growing UK Custody & Asset Servicing business.

In this dynamic role, you’ll act as a key contact for institutional and private clients – including asset managers, family offices, and pension funds – ensuring seamless day-to-day operations, smooth onboarding, and long-term relationship success.

What you’ll be doing:

• Acting as the first point of contact for client operational needs and escalations
• Managing payments, account openings, online banking setup, and client documentation
• Supporting client onboarding and regulatory compliance processes
• Building long-term relationships and partnering with senior stakeholders to identify new opportunities
• Contributing to risk management, compliance, and internal controls

What we’re looking for:

• Proven experience in client-facing roles within asset servicing or private wealth
• Strong knowledge of the UK wealth management landscape
• Exceptional organisational skills and a proactive, solution-oriented mindset
• Fluency in English (additional languages like French or German are a plus)
• Strong interpersonal and communication skills with a diplomatic approach

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