Senior Private Banking Client Services Specialist

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

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.