Client Executive Team Lead

Aldrich & Company Limited; City Of London; On-site; GBP 51,000 - 69,000; Full time

Job summary

Aldrich & Company Limited is seeking an experienced Client Executive Team Lead in wealth management to oversee a dedicated portfolio of private clients while driving operational excellence and team performance.

You will manage onboarding, liaise with third-party providers, coordinate asset transfers and ensure compliant documentation, while coaching and developing a team to deliver exceptional client outcomes.

Qualifications

• Proven experience in private client servicing or wealth management.
• Strong leadership and team management capabilities.
• Excellent organisational and stakeholder management skills.
• Advanced MS Office proficiency.
• Excellent relationship builder with clients and advisers.
• Approachable and collaborative demeanor.
• Commitment to delivering exceptional client outcomes.

Responsibilities

• Manage end-to-end onboarding, including account opening, KYC and Source of Wealth requirements.
• Liaise with custodians, pension providers and other third-party providers.
• Coordinate asset transfers and credit documentation.
• Ensure onboarding documentation is compliant and up to date.
• Oversee client requests such as withdrawals, ISA subscriptions, transfers and account changes.
• Respond to client and adviser queries with accuracy and speed.
• Produce client reporting materials and maintain CRM records.
• Support annual suitability reviews and ongoing compliance requirements.
• Lead and develop a team of Client Executives.
• Act as escalation point for operational challenges.
• Monitor team performance, capacity and service delivery metrics.
• Provide coaching, training and career development support.
• Collaborate with senior leadership to integrate and optimise client service functions.
• Drive efficiency improvements across workflows and processes.
• Support business projects and system enhancements.
• Maintain high standards of documentation, compliance and client communication.

Skills

Leadership

Stakeholder management

Client servicing

Organisational skills

Relationship building

Approachability

Client outcomes

Tools

MS Office

Job description

Client Executive Team Lead, Wealth Management

£60,000 + benefits

22971

Are you an experienced Client Executive in wealth management/financial services with a track record of delivering a seamless onboarding experience?

Are you detail orientated with stakeholder and team management capabilities?

Would you enjoy a role that combines hands-on client servicing with team leadership, ensuring high standards across client interactions and operational processes?

A leading investment firm is seeking an experienced Client Executive Team Lead to oversee a dedicated portfolio of private clients while driving operational excellence and team performance.

What you'll be doing:

• Managing end-to-end onboarding, including account opening, KYC and Source of Wealth requirements
• Liaising with third-party providers (custodians, pension providers, etc.)
• Coordinating asset transfers and credit documentation
• Ensuring all onboarding documentation is compliant and up to date
• Overseeing client requests such as withdrawals, ISA subscriptions, transfers, and account changes
• Responding to client and adviser queries with accuracy and efficiency
• Producing client reporting materials and maintaining CRM records
• Supporting annual suitability reviews and ongoing compliance requirements
• Leading and developing a team of Client Executives
• Acting as escalation point for operational challenges
• Monitoring team performance, capacity and service delivery metrics
• Providing coaching, training and career development support
• Collaborating with senior leadership to integrate and optimise client service functions
• Driving efficiency improvements across workflows and processes
• Supporting business projects and system enhancements
• Maintaining high standards of documentation, compliance and client communication

The skills you need to bring:

• Proven experience in private client servicing or wealth management
• Strong leadership and team management capabilities
• Excellent organisational and stakeholder management skills
• Advanced MS Office
• Excellent relationship builder
• Approachable manner
• Commitment to delivering exceptional client outcomes