Private Banking Client Services Specialist

JJ SEARCH LIMITED; Greater London; On-site; GBP 30,000 - 42,000; Full time

Job summary

JJ SEARCH LIMITED is seeking a Client Services Executive to join a top-tier Relationship Management team within a prestigious Private Bank. You will handle client queries, process account openings, trading on portfolios, payments and lending, and general investment administration.

You will also assemble meeting materials, maintain client files, input data into the CRM accurately, and ensure documents comply with the firm's standards while delivering outstanding service to clients.

Qualifications

• 2–3 years+ experience in Client Services or Client support within Private Banking or Wealth Management.

Responsibilities

• Handle client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration.
• Monitor transfers of cash and assets and record money movements daily.
• Assemble documentation for client meetings (presentations, materials, review docs).
• Prepare and maintain private client files, including scanning and filing to company standards.

Skills

Customer service

Client focus

Attention to detail

Tools

CRM

MS Office

Job description

JJ SEARCH LIMITED is seeking a Client Services Executive to join a top-tier Relationship Management team within a prestigious Private Bank. You will handle client queries, process account openings, trading on portfolios, payments and lending, and general investment administration.

You will also assemble meeting materials, maintain client files, input data into the CRM accurately, and ensure documents comply with the firm's standards while delivering outstanding service to clients.