Client Services Executive - Bristol Wealth Management

James Hambro & Partners LLP; Bristol; On-site; GBP 28,000 - 36,000; Full time

Job summary

James Hambro & Partners LLP in Bristol is seeking a Client Services Executive to join our Portfolio Management Service Delivery team. The CSE will be the front line for client and intermediary inquiries, coordinate instructions, prepare meeting materials and support client onboarding with KYC checks and regulatory compliance.

The role requires strong communication, organisational skills, attention to detail and the ability to work closely with risk, compliance and client data teams to ensure

Qualifications

• Excellent written and verbal communication skills.
• CRM system (Xplan) would be advantageous.
• Organised, diligent, ensuring appropriate customer outcomes are achieved and adequately documented.

Responsibilities

• Act as a point of contact for clients and intermediaries, responding to queries and telephone calls, taking messages, and accurately recording notes on the client file/system.
• Liaising with clients and intermediaries to take instructions on the portfolio in respect of third‑party payments and the receipt of funds.
• Prepare meeting packs and presentation materials to support client meetings.
• Run quarterly client valuations and support client reporting requirements.
• Support client onboarding, including Know Your Client (KYC) checks and suitability processes.
• Coordinate with the Operations team during the transition of new clients to ensure all required information is received and accurately processed.
• Instruct client payments once verification checks have been completed and client identity confirmed.
• Ensure all client documentation is correctly prepared, completed, scanned, and filed in line with regulatory and internal requirements.
• Maintain accurate and up‑to‑date client verification records.
• Work closely with Risk & Compliance to ensure all activities carried out by portfolio managers and administration teams are compliant with regulatory guidelines.
• Liaise with the Client Data Assurance team to ensure client data is correctly loaded, maintained, and reviewed for accuracy.

Skills

Excellent written & verbal comms

CRM system (Xplan)

Organised & diligent

Education

Three A Levels or Highers (A–C)

Level 3 IOC – Investment Operations Certificate

Job description

James Hambro & Partners LLP in Bristol is seeking a Client Services Executive to join our Portfolio Management Service Delivery team. The CSE will be the front line for client and intermediary inquiries, coordinate instructions, prepare meeting materials and support client onboarding with KYC checks and regulatory compliance.

The role requires strong communication, organisational skills, attention to detail and the ability to work closely with risk, compliance and client data teams to ensure