Client Service Executive

TN United Kingdom; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player in financial services is looking for a Client Service Executive to join their Wealth Management team. This role is crucial for providing administrative support and ensuring client satisfaction through effective communication and collaboration with internal teams. You will manage client onboarding, oversee cash management, and maintain accurate client data while adhering to compliance standards. If you have a keen eye for detail and excellent organizational skills, this opportunity allows you to make a meaningful impact in a dynamic environment focused on preserving and growing client wealth.

Qualifications

• High attention to detail and diligence, even under pressure.
• Strong organizational and prioritization skills.

Responsibilities

• Serve as the primary contact for all administrative procedures and ad-hoc queries.
• Process payment requests promptly, ensuring proper authorization and AML compliance.
• Coordinate new client onboarding, ensuring documentation and compliance requirements are met.

Skills

Attention to Detail

Organizational Skills

Communication Skills

Job description

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Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital, and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities, and the planet.

We have 4,200 talented specialists in over 40 countries worldwide, delivering a unique global perspective across four market-leading divisions: Global Advisory, Wealth Management, Asset Management, and Five Arrows.

As a family-controlled business built on relationships, we emphasize our people and seek the right colleagues to advance our business.

Rothschild & Co is committed to an inclusive environment where diversity and different perspectives are valued. We focus on attracting, developing, retaining, and promoting high-caliber talent for mutual benefit.

Within Wealth Management, we offer an objective, long-term approach to investing, structuring, and safeguarding assets to preserve and grow client wealth.

We serve some of the world's wealthiest families, entrepreneurs, foundations, and charities, emphasizing preservation-first wealth management in a short-term dominated environment.

Overview of Role

We are recruiting a Client Service Executive to provide administrative support for Rothschild & Co Wealth Management clients and assist one of our Client Adviser teams in fulfilling client requirements. The role involves regular client contact and collaboration with internal teams across London, Guernsey, and Zurich.

Responsibilities

1. Serve as the primary contact for all administrative procedures and ad-hoc queries from clients, their representatives, or Client Advisers.
2. Keep all parties informed of issue progress and resolve queries in line with internal procedures and client satisfaction standards.
3. Follow departmental procedures and Service Level Agreements, identifying potential improvements.

Cash Management

1. Process payment requests promptly, ensuring proper authorization and AML compliance.
2. Support banking needs including loans, deposits, and transfers; monitor overdrafts and implement corrective actions.
3. Manage client fee structures according to mandates.

Client Take-On

1. Coordinate new client onboarding, ensuring documentation and compliance requirements are met.
2. Manage cash and stock positions during onboarding, keeping relevant team members informed.

Client Data, Correspondence, and Account Maintenance

1. Maintain accurate static data, ensuring timely updates and client confirmation.
2. Oversee client documentation and information for completeness and compliance.
3. Coordinate regulatory projects like CDD reviews and FATCA with relevant teams.

Valuations and Reporting

1. Assist with client reporting, ensuring timely delivery of statements, valuations, and tax documentation.
2. Oversee performance reporting and address client inquiries.

Forms, Complaints, and Systems

1. Report incidents, errors, and complaints; recommend improvements.
2. Prepare bespoke reports and fee calculations.
3. Support the implementation of new systems and processes.

Experience, Skills, and Competencies

• High attention to detail and diligence, even under pressure.
• Strong organizational and prioritization skills.
• Excellent communication skills, both oral and written.