Senior Client Services Executive , Private Banking , Wealth Management Support

JJ SEARCH LIMITED; Greater London; On-site; GBP 42,000 - 62,000; Full time

Job summary

JJ SEARCH LIMITED is seeking a Senior Client Services Executive to join a top Relationship Management team for a prestigious Private Bank in Greater London. You will handle client queries across account opening, trading, payments and lending, and investment administration with a focus on accuracy and compliance.

You will monitor cash and asset transfers, assemble meeting materials, maintain private client files, and ensure CRM data integrity while delivering outstanding customer service.

Qualifications

• Minimum 5 years+ experience in Client Services or Client Support within Private Banking or Wealth Management.
• Willingness to complete IAD if not achieved.
• Experience in client administration, ideally client payments and updating client records.
• Strong knowledge of MS Office Suite.
• CRM experience is advantageous; training provided.
• Demonstrates outstanding customer service.

Responsibilities

• Handle client queries: day-to-day account opening, trading on portfolios, payments and lending, and investment administration.
• Diligently monitor transfers of cash and assets; record movements daily and report weekly funds.
• Assemble documentation for Client Meetings: presentations, materials, and confidential information.
• Prepare and maintain private client files, ensure scanning, filing and compliance with standards.
• Data-input in the CRM, ensuring accuracy and proper entry.

Skills

Client services

Relationship management

Private Banking

CRM experience

MS Office Suite

Customer service

Tools

CRM systems

MS Office Suite

Job description

The Senior Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank.

The Senior 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 Senior 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 Senior 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