Wealth Management Client Services Executive

Rothschild & Co; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading global financial services group is seeking a Client Service Executive to provide administrative services for Wealth Management clients. This role involves regular client contact and collaboration with internal teams in London. Responsibilities include handling client queries, ensuring timely banking support, onboarding clients, and maintaining client data accuracy. Candidates should have experience in Wealth Management, strong organizational skills, and excellent communication abilities. This position offers a chance to work in a dynamic and inclusive environment.

Qualifications

• Previous experience in a similar role at a Wealth Management firm.
• Strong attention to detail even when under pressure.
• Ability to work to deadlines.

Responsibilities

• Primary point of contact for client administrative procedures.
• Ensure timely completion of payment requests and banking requirements.
• Coordinate onboarding of new corporate and trust clients.

Skills

Attention to detail

Organizational skills

Oral communication

Written communication

Self-starter qualities

Team collaboration

Tools

MS Office

Job description

A leading global financial services group is seeking a Client Service Executive to provide administrative services for Wealth Management clients. This role involves regular client contact and collaboration with internal teams in London. Responsibilities include handling client queries, ensuring timely banking support, onboarding clients, and maintaining client data accuracy. Candidates should have experience in Wealth Management, strong organizational skills, and excellent communication abilities. This position offers a chance to work in a dynamic and inclusive environment.