Private Banking Client Services Specialist

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

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.