Client Services Executive , Private Banking , Wealth Management Support

JJ SEARCH LIMITED; Greater London; On-site; GBP 42,000 - 68,000; Full time

Job summary

JJ SEARCH LIMITED is seeking a Client Services Executive within our private banking client services team in London. The role focuses on handling client queries, day-to-day account opening, portfolio trading, payments, lending, and general investment administration.

You will monitor cash and asset transfers, document movements, and prepare materials for client meetings. You will also maintain private client files and input data into the CRM with accuracy, contributing to top-tier service.

Qualifications

• Minimum 5 years+ experience in a Client Services or Client Support role within Private Banking or Wealth Management.
• Experience in client administration and updating client records.
• Strong knowledge of MS Office Suite.

Responsibilities

• Handle client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration.
• Diligently monitor transfers of cash and assets and record movements; report weekly funds.
• Assemble documentation for Client Meetings and maintain confidential files to company standards.

Skills

Client services

Wealth management

CRM

MS Office

Customer service

Private Banking

Tools

CRM systems

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 5 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.

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