Wealth Management Client Services Associate

Rothschild & Co; Greater London; Hybrid; GBP 26,000 - 38,000; Full time

Job summary

Rothschild & Co Wealth Management is seeking a Client Service Executive at graduate/entry level in London. You will support Client Advisers and cross-functional teams, coordinating administrative tasks, AML/KYC documentation, and client data maintenance.

The role involves regular client contact, collaboration with Compliance and Front Office teams, and involvement across London, Guernsey and Zurich offices. Strong communication, organisation and a proactive, detail-focused mindset are essential.

Qualifications

• Previous experience in a similar role at a Wealth Management firm.
• Diligent with high level of attention to detail.
• Strong organisational skills and ability to prioritise.
• Excellent oral and written communication skills.
• Self-starter and team player.
• Ability to work to deadlines.

Responsibilities

• Be the primary point of contact for all administrative procedures and ad-hoc queries raised either directly by clients and their appointed representatives, or through Client Advisers.
• Ensure that all parties are kept informed of the progress of all issues and that all queries are resolved in line with internal procedure and to the client’s satisfaction.
• Adhere to all departmental procedures and Service Level Agreements with internal departments or external counterparties whilst identifying any potential enhancement or improvements.
• Provide administrative support for client’s banking requirements including loans, deposits and account transfers. Monitor overdrafts that are the result of client activity and ensure corrective action is implemented.
• Coordinate, as and when directed by the Client Advisers, the process of new client take on, including onboarding of corporate and trust clients. Ensure completion of all client documentation and system required static data. Ensure necessary AML and KYC documentation is obtained and reviewed along with all other compliance requirements.
• Maintain accurate and complete static data on all systems at all times. Ensure that any changes are affected in a timely manner, reconfirmed with the client and the appropriate authorisation for changes is received.
• Coordinate regulatory project work (such as Client CDD reviews, FATCA, etc.) on behalf of the team, liaising with Front Office Support and the Onboarding team where necessary.
• Assist with client reporting to ensure that periodic statements are sent within agreed timeframes. These include bank statements, valuations, tax packs and any other documentation required.
• Oversee performance reporting and answer client queries when required.
• Preparation of bespoke reporting and fee calculations.
• Assist in the implementation of all new relevant systems and processes.

Skills

Attention to detail

Organisational skills

Oral communication

Written communication

Self-starter

Team player

Deadline driven

Job description

Rothschild & Co Wealth Management is seeking a Client Service Executive at graduate/entry level in London. You will support Client Advisers and cross-functional teams, coordinating administrative tasks, AML/KYC documentation, and client data maintenance.

The role involves regular client contact, collaboration with Compliance and Front Office teams, and involvement across London, Guernsey and Zurich offices. Strong communication, organisation and a proactive, detail-focused mindset are essential.