Client Services Executive, Investment Support, Wealth Management

JJ Search; Bristol; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading wealth management firm in Bristol is seeking a Client Services Executive to join their top-performing Relationship Management team. The role involves managing client queries, executing trading and transfers, and maintaining compliance with documentation standards. Candidates should have 1-3 years of experience in a similar position within investment management or private banking. This position offers a chance to work in a prestigious environment with a focus on client service and detail-oriented tasks.

Qualifications

• Minimum of 1-3 years' experience in Client Services or Client support in Investment Management or Private Bank.

Responsibilities

• Manage client queries, including account opening and trading.
• Monitor cash and asset transfers, executing trade orders.
• Prepare documentation for client meetings and maintain client files.

Skills

Client service skills

Attention to detail

Organizational skills

Tools

CRM system

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 Services Executive will diligently monitor transfers of cash and assets to and from clients accounts; taking trade orders on portfolios and executing the trades.

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 companys 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 1-3 years' experience, in a similar Client Services or Client support within an Investment Management company or Private Bank.