Wealth Client Services Manager - Hybrid/Friday Remote

Crone Corkill Careers; City Of London; On-site; GBP 30,000 - 32,000; Full time

Job summary

A leading wealth management firm in London is seeking a highly organised Client Service Manager to join their Portfolio Management Team. This role involves delivering exceptional client service, handling onboarding processes, and ensuring adherence to compliance requirements. The ideal candidate thrives in a detail-driven environment and enjoys supporting high-calibre stakeholders. The position offers a competitive salary and excellent benefits.

Benefits

Excellent Benefits

Qualifications

• Highly organised and client-focused individual.
• Experience with client onboarding processes.
• Ability to support high-calibre stakeholders.

Responsibilities

• Deliver exceptional client service to the Portfolio Management Team.
• Handle client onboarding, KYC documentation and paperwork.
• Liaise with Compliance, Client Administration, and Operations.

Skills

Client service skills

Organizational skills

Attention to detail

Job description

A leading wealth management firm in London is seeking a highly organised Client Service Manager to join their Portfolio Management Team. This role involves delivering exceptional client service, handling onboarding processes, and ensuring adherence to compliance requirements. The ideal candidate thrives in a detail-driven environment and enjoys supporting high-calibre stakeholders. The position offers a competitive salary and excellent benefits.