Client Services Executive, Investment Support, Wealth Management

JJ Search Ltd; Bristol; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Wealth Management firm based in Bristol is seeking a Client Services Executive to manage client queries, including account opening, trading on portfolios, and processing payments. This role requires strong communication skills and attention to detail. You will contribute to maintaining high client satisfaction and support investment administration. The ideal candidate will thrive in a fast-paced environment and have experience in client services.

Responsibilities

• Address client queries related to account opening and trading.
• Process asset and cash transfers.
• Administer general investment tasks.

Job description

The Role

The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Wealth Management firm based in Bristol.

The Client Services Executive will be dealing with client queries including day to day account opening, trading on portfolios, payments, general investment administration e.g. processing asset transfers / cash transfers.

The Client Ser...