Client Services Executive , CISI , Private Banking , Wealth Management Support

JJ SEARCH LIMITED; Greater London; On-site; GBP 30,000 - 42,000; Full time

Job summary

JJ SEARCH LIMITED is seeking a Client Services Executive to join a top-tier Relationship Management team within a prestigious Private Bank. You will handle client queries, process account openings, trading on portfolios, payments and lending, and general investment administration.

You will also assemble meeting materials, maintain client files, input data into the CRM accurately, and ensure documents comply with the firm's standards while delivering outstanding service to clients.

Qualifications

• 2–3 years+ experience in Client Services or Client support within Private Banking or Wealth Management.

Responsibilities

• Handle client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration.
• Monitor transfers of cash and assets and record money movements daily.
• Assemble documentation for client meetings (presentations, materials, review docs).
• Prepare and maintain private client files, including scanning and filing to company standards.

Skills

Customer service

Client focus

Attention to detail

Tools

CRM

MS Office

Job description

The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank.

The Client Services Executive will be dealing with client queries including day to day account opening, trading on portfolios, payments and lending, and general investment administration e.g. processing asset transfer and change of address requests; online access issues or questions.

The Client Services Executive will diligently monitor transfers of cash and assets to and from client’s accounts; recording all money movements on a daily basis and reporting weekly funds;

The Client Services Executive will assemble all necessary documentation for Client Meetings, not limited to presentations/meeting materials/review documentation and confidential information;

Preparing new and maintaining existing private client files, including scanning and filing client documents, maintaining these to the company’s standards and ensuring they are compliant;

Data-inputting in the CRM system ensuring information is correct and entered properly;

The Candidate:

Possess a minimum of 2-3 years + experience, in a similar Client Services or Client support within Private Banking or Wealth Management company.

Willingness to complete the IAD if not already achieved. IOC CISI would be useful.

Experience in client administration, ideally client payments and updating client records.

Strong knowledge of MS Office Suite;

CRM experience is advantageous however training will be provided.

Can clearly understand and demonstrate giving outstanding customer service