Client Executive Team Lead, Wealth Management

Aldrich & Co; Greater London; On-site; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Benefits

Job summary

Aldrich & Co is seeking an experienced Client Executive Team Lead to oversee a dedicated portfolio of private clients within our wealth management division. You will drive onboarding, governance and service delivery across advisory and operations with a focus on client outcomes.

Lead and develop a team of Client Executives, oversee capacity and performance metrics, coordinate with custodians and advisers, and report on client activity and compliance while implementing efficiency improvements

Qualifications

• Proven experience in private client servicing or wealth management.
• Proven leadership and team-management capabilities.
• Excellent organisational and stakeholder management skills.
• Advanced MS Office skills and CRM proficiency.

Responsibilities

• 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 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.

Skills

Leadership

Stakeholder management

Client servicing

CRM

MS Office

Relationship building

Coaching

Tools

CRM software

Job description

Salary: £60,000

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

• + benefits