Client Services Executive – Wealth Management (London)

James Hambro & Partners LLP; Greater London; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Excellent benefits package

Job summary

James Hambro & Partners LLP in London is seeking a Client Services Executive to support the Portfolio Management Team. You will deliver a high standard of client service, liaising with clients and intermediaries, and coordinating with front-office and operations to ensure timely and accurate information.

The role requires at least three years in financial services, strong communication, and familiarity with CRM systems.

Qualifications

• A minimum of, or equivalent to three A Levels (or Highers) (grades A–C).
• Level 3 IOC – Investment Operations Certificate, or willingness to complete it.
• At least three years’ relevant experience within financial services.

Responsibilities

• Act as a point of contact for clients and intermediaries, responding to queries and telephone calls, taking messages, and accurately recording notes on the client file or system.
• Liaise with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds.
• Prepare meeting packs and presentation materials to support client meetings.
• Run quarterly client valuations and support client reporting requirements.
• Support client onboarding, including Know Your Client (KYC) checks and suitability processes.
• Coordinate with the Operations team during the transition of new clients to ensure all required information is received and accurately processed.
• Instruct client payments once verification checks have been completed and client identity confirmed.
• Ensure all client documentation is correctly prepared, completed, scanned, and filed in line with regulatory and internal requirements.
• Maintain accurate and up‑to‑date client verification records.
• Work closely with Risk & Compliance to ensure all activities carried out by portfolio managers and administration teams are compliant with regulatory guidelines.
• Liaise with the Client Data Assurance team to ensure client data is correctly loaded, maintained, and reviewed for accuracy.
• Provide administration and office cover as and when required, including diary management, general administrative support and reception cover.

Skills

Excellent written & verbal commu­n ̄n

CRM system experience (Xplan)

Organised and diligent

Education

Three A Levels (A–C) or Highers

Level 3 IOC – Investment Operations Certificate

Tools

XPLAN CRM

Job description

James Hambro & Partners LLP in London is seeking a Client Services Executive to support the Portfolio Management Team. You will deliver a high standard of client service, liaising with clients and intermediaries, and coordinating with front-office and operations to ensure timely and accurate information.

The role requires at least three years in financial services, strong communication, and familiarity with CRM systems.