Client Service Executive

Australian Investors Association Limited; London; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A leading financial services organization is seeking a Client Service Executive to support Relationship Managers with client servicing and operational tasks. The role offers a competitive salary along with hybrid working arrangements, diverse employee benefits, and opportunities for development in a prestigious firm committed to inclusion and equality.

Benefits

Hybrid Working

30 days holiday plus bank holidays

Life Assurance and Private Healthcare

Flexible benefits including Retail Discounts

Volunteering leave

Qualifications

• Excellent interpersonal and communication skills.
• Proficient in Microsoft Excel.
• Eager to help improve processes.

Responsibilities

• Support Relationship Managers and Investment Managers in client servicing.
• Manage account openings and KYC documentation.
• Prepare client meeting documentation including pitches and presentations.

Skills

Interpersonal skills

Communication skills

Continuous improvement mindset

Education

Bachelor's degree or equivalent qualification

Tools

Microsoft Excel

Job description

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Job ID:R0387746 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-06-06 Location: London

Position Overview

Job Title Client Service Executive

Location London

Corporate Title Assistant Vice President

Deutsche Bank Wealth Management is one of the largest Wealth managers worldwide. We offer a broad range of traditional and alternative investment solutions, as well as comprehensive client advice on all aspects of Wealth Management.

You will be responsible for supporting the Relationship Managers (RMs) and Investment Managers in the day-to-day servicing of clients as well as handling general enquiries from clients and assisting RMs to ensure clients needs are met, across booking centres.

You will be processing transactions, account management and providing all round operational support.

What Well Offer You

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. Thats why we are committed to providing an environment with your development and wellbeing at its centre.

You Can Expect

• Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them
• Competitive salary and non-contributory pension
• 30 days holiday plus bank holidays, with the option to purchase additional days
• Life Assurance and Private Healthcare for you and your family
• A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
• The opportunity to support a wide ranging CSR programme + 2 days volunteering leave per year
  
  

Your Key Responsibilities

• Support the Head of Wealth Planning for the United Kingdom (UK) and Switzerland with the build out of our Wealth Planning services
• Be responsible for organising and help drive intermediary engagement, this will include pipeline and activity management Know Your Client (KYC) and other business requirements
• Assisting in the preparation of client meeting documentation. This can include new pitches, presentations, and bespoke reporting for clients
• Contributing to the growth of the business in cooperation with the RM in prospect & pipeline management
• Managing the start to finish process of opening accounts. Ensuring that the correct documentation has been obtained from Clients and RM in line with associated KYC requirements. Liaising with relevant department to ensure the effective completion of account openings
• Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures Processing and following-up to completion of all client payment instructions
  
  

Your Skills And Experience

• Excellent interpersonal and communication skills, both written and verbal, with a positive approach
• Eager to help improve our processes, with a continuous improvement mindset
• Educated to bachelors degree level or equivalent qualification/relevant work experience
• Relevant industry experience in client services/private banking support role within Private Client Wealth Management
• Proficient in Microsoft Excel
  
  

How Well Support You

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
• We value diversity and as an equal opportunities employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards)
  
  

About Us

Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.

Deutsche Bank in the UK is proud to have been named in The Times Top 50 Employers for Gender Equality 2024 for five consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their Top 100 Employers 2024 for our work supporting LGBTQ+ inclusion.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Customer Service

• Industries

  Administrative and Support Services

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