Client Service Executive

Core-Asset Consulting; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading Wealth Management firm in London is seeking a Client Service Executive for a permanent role. This position entails acting as the main point of contact for client enquiries and ensuring a smooth client experience through diligent administration and relationship management. Candidates should possess prior experience in client service within financial services, alongside relevant GCSE qualifications in English and Maths.

Benefits

Highly competitive salary

Wider benefits package

Qualifications

• Experience in a client service role in financial services.
• Experience managing client administrative staff is desirable.

Responsibilities

• Develop and maintain relationships with clients and stakeholders.
• Manage client life-cycle administration processes.
• Take ownership of client administration tasks.

Skills

Client service experience

Stakeholder management

Knowledge of regulatory environment

Education

Grades A-C at GCSE or equivalent in English and Maths

Job description

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Job Description:

We have a fantastic opportunity for a Client Service Executive to join the team at a Wealth Management firm on a permanent basis. This role is based in London. In this role, you will act as the main point of contact for client enquiries.



Skills/Experience:

* Experience working in a client service role in financial services
* Experience managing client administrative staff is desirable
* Grades A-C at GCSE or equivalent in English and Maths
* Knowledge of regulatory environment
* Excellent stakeholder management skills



Core Responsibilities:

* Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
* Manage the client life-cycle administration process to ensure a timely and efficient client experience.
* Take ownership and accountability for all client administration tasks.
* Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
* Ensure all client life-cycle processes are followed, end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes
* Work closely with the team and wider administration functions to develop and share best practice.
* Identify opportunities for operational efficiency and process improvement
* Lead and take ownership on all administration activity
* Attend Client Support meetings, contribute by sharing good practice and process improvement suggestions.



Benefits:

* A highly competitive salary
* Wider Benefits package



Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15819

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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