Client Services Executive , IAD , Private Banking

JJ SEARCH LIMITED; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A prestigious Private Bank in London seeks a Client Services Executive to join their Relationship Management team. You will manage client queries, execute trades, and maintain client files. The role requires 2-3 years of experience in a similar position and strong MS Office skills. A customer-focused mindset is key to success in this role, which offers a salary range of £45K to £65K depending on experience.

Qualifications

• Minimum 2-3 years' experience in Client Services or Client Support in an Investment Management company or Private Bank.
• Strong MS Office skills; Account opening experience beneficial; CRM experience advantageous.
• Customer-focused with an outstanding service mindset.

Responsibilities

• Deal with international client queries including account opening, trading, and payments.
• Monitor transfers of cash and assets to and from client accounts.
• Assemble documentation for Client Meetings and maintain client files.

Skills

Client Services experience

Strong MS Office skills

CRM experience

Customer-focused service mindset

Job description

Overview

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

Base pay range

Salary: 45 - 65K (depending on experience)

Responsibilities

• Deal with international client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration (e.g., processing asset transfers and change of address requests; online access issues or questions).
• Monitor transfers of cash and assets to and from client accounts; take trade orders on portfolios and execute the trades.
• Record all money movements daily and report weekly funds.
• Assemble all necessary documentation for Client Meetings, including presentations, meeting materials, review documentation and confidential information.
• Prepare new and maintain existing private client files, including scanning and filing client documents, maintaining these to the company’s standards and ensuring they are compliant.
• Data-entry in the CRM system ensuring information is correct and entered properly.
• Experience with a minimum of 2-3 years in a similar Client Services or Client Support role within an Investment Management company or Private Bank.
• Experience in executing client orders on portfolios.
• Strong knowledge of MS Office Suite; Account Opening experience is beneficial; CRM experience is advantageous (training will be provided).
• IAD - or working towards IAD.

Qualifications

• Minimum 2-3 years' experience in Client Services or Client Support in an Investment Management company or Private Bank.
• Experience in executing client orders on portfolios.
• Strong MS Office skills; Account opening experience beneficial; CRM experience advantageous (training provided).
• Customer-focused with outstanding service mindset.
• IAD or working towards IAD.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance, Customer Service, and Administrative

Industries

• Financial Services, Investment Management, and Banking

London, England, United Kingdom