Client Services Executive | Wealth Management

Orla Rose Associates; Greater London; On-site; GBP 38,000 - 48,000; Full time

Job summary

Orla Rose Associates in London is seeking a Client Services Executive to join the Portfolio Management team. The role focuses on delivering a consistently high level of client service for wealth management clients and intermediaries.

You will work closely with Portfolio Managers, handling onboarding, KYC, client reporting and meeting preparation, while maintaining accurate records and supporting operations as needed.

Qualifications

• At least three years’ relevant financial services experience.
• Polished, personable and exceptionally organized.
• Excellent communication skills with strong attention to detail.
• CRM experience is important, with XPLAN advantageous.

Responsibilities

• Acting as a key point of contact for clients and intermediaries.
• Responding to client queries and providing proactive day-to-day support.
• Preparing meeting packs and presentation materials.
• Supporting quarterly valuations and client reporting.
• Assisting with new client onboarding, KYC and suitability processes.
• Liaising with Operations, Risk & Compliance and other internal teams.
• Processing client instructions and payments.
• Maintaining accurate client records and documentation.
• Providing wider administrative and office support when required.

Skills

Client-facing

Wealth management

Communication skills

Attention to detail

Relationship building

Tools

XPLAN CRM

Job description

Client Services Executive | Wealth Management | London | Competitive Salary + Excellent Benefits

I am delighted to be working with a highly regarded, independently owned Wealth Management firm.

They are looking for an experienced Client Services Executive to join their Portfolio Management team in London.

This is a fantastic opportunity for someone with a strong background in wealth management or financial services who genuinely enjoys the client-facing side of their role. You will work closely with Portfolio Managers and the wider business, providing a consistently high level of support to clients and intermediaries.

The role will include:

• Acting as a key point of contact for clients and intermediaries
• Responding to client queries and providing proactive day-to-day support
• Preparing meeting packs and presentation materials
• Supporting quarterly valuations and client reporting
• Assisting with new client onboarding, KYC and suitability processes
• Liaising closely with Operations, Risk & Compliance, and other internal teams
• Processing client instructions and payments
• Maintaining accurate client records and documentation
• Providing wider administrative and office support when required

I am looking for someone with at least three years’ relevant financial services experience who is polished, personable and exceptionally organised. You will need excellent communication skills, strong attention to detail and the confidence to build trusted relationships with clients and colleagues alike. CRM experience is important, with Xplan particularly advantageous. Above all, this will suit someone who takes real ownership of their work, is proactive, resilient, and passionate about delivering an excellent client experience.

Competitive base salary DOE+ excellent benefits

If you have a strong wealth management/client services background and are looking to join a reputable, established firm where service really matters, we would love to hear from you.