Salary: 32-40K salary (depending on experience)
The Role
The Client Services Executive will sit within a top performing team for a highly prestigious Wealth Management firm.
The Client Services Executive will liaise with clients and intermediaries to take instructions on the investment portfolios in respect of third‑party payments and the receipt of funds.
The Client Services Executive will be dealing with Intermediary and IFA client queries including day to day account opening, portfolio support, payments and general investment administration e.g. processing asset transfer and change of address requests; online access issues or questions.
The Client Services Executive will liaise with IFAs and will diligently monitor transfers of cash and assets to and from client’s accounts; taking trade orders on portfolios and executing the trades.
Recording all money movements on a daily basis and reporting weekly funds;
The Client Services Executive will assemble all necessary documentation for Client Meetings, not limited to presentations/meeting materials/review documentation and confidential information;
Preparing new and maintaining existing private client files, including scanning and filing client documents, maintaining these to the company’s standards and ensuring they are compliant;
Data-inputting in the CRM system ensuring information is correct and entered properly;
The Candidate
Possess a minimum of 2-3 years’ experience, in a similar Client Services or Client support within an Investment Management company or Wealth Manager / Private Bank.
IAD / IOC – or working towards
Experience in executing client orders on portfolios.
Strong knowledge of MS Office Suite;
Account Opening experience – beneficial
CRM system experience – Xplan would be highly beneficial
Can clearly understand and demonstrate giving outstanding customer service;
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