Client Services Executive

JR United Kingdom; City Of London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A prestigious wealth management firm is seeking a Client Services Executive in London. This detail-oriented role involves providing high-quality client support, preparing financial documentation, and maintaining compliance standards. Ideal candidates are organized professionals with strong communication skills and a background in financial services, eager for growth in a collaborative environment.

Benefits

Discretionary bonus scheme

Private medical insurance

Career progression opportunities

Qualifications

• Experience in client support or wealth management roles preferred.
• Strong administrative skills with financial services knowledge.
• Excellent communication, organization, and attention to detail are essential.

Responsibilities

• Serve as the first point of contact for client queries and support Financial Planners.
• Prepare financial advice documentation related to investments, pensions, and estate planning.
• Maintain accurate client records in compliance with MiFID II.

Skills

Client Support

Administrative Skills

Financial Services Knowledge

Communication

Organization

Attention to Detail

Tools

Microsoft Office

Job description

Social network you want to login/join with:

Client Services Executive, London (City of London)

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Client:

Meraki Talent

Location:

London (City of London), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

Meraki Talent is working with a prestigious wealth management firm to appoint a Client Services Executive. This role is ideal for a detail-oriented, client-focused individual who thrives in a fast-paced, collaborative environment and seeks growth within financial services.

Key Responsibilities

• Serve as the first point of contact for client queries, supporting Financial Planners with high-quality service
• Prepare financial advice documentation related to investments, pensions, and estate planning
• Schedule and manage annual client reviews and follow-up actions
• Maintain accurate client records in compliance with MiFID II and internal standards
• Process new business applications and coordinate with Investment Managers and providers
• Support team communication, assist with projects, and provide office coverage as needed
• Experience in client support or wealth management roles
• Strong administrative skills and financial services knowledge
• Excellent communication, organization, and attention to detail
• Proficiency in Microsoft Office, especially Word and Excel
• CII qualifications and DFM knowledge are advantageous but not required

Benefits include discretionary bonus scheme, private medical insurance, career progression opportunities, and a friendly, collaborative environment.

If interested, please contact me at [emailprotected] or on