Senior Client Services Executive , Private Banking , Wealth Management Support

JJ SEARCH LIMITED; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

JJ SEARCH LIMITED is seeking a Senior Client Services Executive to join a high-performing Relationship Management team within a prestigious Private Bank in London. You will handle client queries on account opening, trading, payments, lending and investment administration.

The role requires 5+ years’ client services experience in private banking or wealth management, strong MS Office skills, and CRM experience is advantageous.

Qualifications

• Minimum of 5 years’ experience in client services within private banking or wealth management.
• Willingness to complete the IAD if not already achieved.
• Experience in client administration, including payments and updating client records.
• Strong knowledge of MS Office Suite.
• CRM experience is advantageous; training will be provided.
• Clear ability to deliver outstanding customer service.

Responsibilities

• Handle client queries on day-to-day account opening, trading on portfolios, payments and lending, and investment administration.
• Process asset transfers and address change requests; resolve online access issues.
• Assemble documentation for client meetings and maintain private client files.
• Data-inputting in the CRM system and ensuring accuracy of information.
• Monitor transfers of cash and assets and report weekly funds.
• Prepare materials for client meetings and ensure compliance with standards.

Skills

Client services

CRM experience

MS Office

Data entry

Customer service

Tools

CRM software

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