Client Services Executive

IPOE Consulting; Greater London; Hybrid; GBP 26,000 - 38,000; Full time

Job summary

IPOE Consulting in London is seeking two permanent Client Services Executive to join a wealth and investment management business with hybrid working. The roles focus on delivering high-quality client service and supporting client-facing teams.

You will handle client and intermediary inquiries, support onboarding (KYC/suitability), prepare meeting packs, and produce client valuations. Recent graduates are welcome to apply.

Qualifications

• Excellent written and verbal communication skills.
• Strong organisational ability and high attention to detail.
• Previous office experience is beneficial; recent graduates welcome.
• IOC Investment Operations Certificate (Level 3) would be advantageous.

Responsibilities

• Act as a key point of contact for clients and intermediaries.
• Respond to client queries and handle instructions accurately and professionally.
• Assist onboarding, including KYC and suitability processes.
• Prepare meeting packs and client presentation materials.
• Produce quarterly client valuations and support reporting requirements.
• Coordinate with Operations, Risk & Compliance and other internal teams.
• Process client payments following verification checks.
• Maintain accurate client records and documentation.
• Support the smooth transition of new clients into the business.
• Provide general administrative and office support where required.

Skills

Communication skills

Organisational skills

Attention to detail

Education

Graduate

Job description

Client Services Executive – 2 Permanent Opportunities | London | Hybrid

We’re recruiting for two permanent Client Services Executive positions within a London-based wealth and investment management business.

These are excellent opportunities for someone who enjoys working with people, has strong attention to detail and wants to develop a career within financial services.

Location: London | Hybrid working available

Contract: Permanent

We’re open to candidates at different stages of their career, including straight graduates who can demonstrate the right attitude, communication skills and willingness to learn.

The role

As a Client Services Executive, you’ll play an important role in delivering a high-quality service to private clients and intermediaries, while providing essential support to client-facing teams.

You’ll be involved in a broad range of client and operational activity, including:

• Acting as a key point of contact for clients and intermediaries
• Responding to client queries and handling instructions accurately and professionally
• Supporting client onboarding, including KYC and suitability processes
• Preparing meeting packs and client presentation materials
• Producing quarterly client valuations and supporting reporting requirements
• Coordinating with Operations, Risk & Compliance and other internal teams
• Processing client payments following appropriate verification checks
• Maintaining accurate client records and documentation
• Supporting the smooth transition of new clients into the business
• Providing general administrative and office support where required

What we’re looking for

You’ll need excellent written and verbal communication skills, strong organisational ability and a high level of attention to detail.

Previous office experience would be beneficial, and experience within financial services, wealth management or an IFA environment would be an advantage — but it isn’t essential.

We’re also happy to consider recent graduates who have the potential, professionalism and enthusiasm to develop within the role.

You’ll ideally be someone who:

• Takes ownership and follows tasks through to completion
• Can manage competing priorities and deadlines
• Is naturally proactive and client-focused
• Enjoys learning and developing new skills
• Has a strong eye for detail and accuracy
• Is confident asking questions and seeking clarification when needed
• Looks for ways to improve processes and the client experience

An IOC Investment Operations Certificate (Level 3) or willingness to work towards this would be advantageous.

If you’re looking for a role where you can build strong financial services experience, develop your client management skills and work alongside experienced professionals, we’d be interested in hearing from you.