Wealth Management Client Services Specialist

JJ Search Ltd; Bristol; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Wealth Management firm based in Bristol is seeking a Client Services Executive to manage client queries, including account opening, trading on portfolios, and processing payments. This role requires strong communication skills and attention to detail. You will contribute to maintaining high client satisfaction and support investment administration. The ideal candidate will thrive in a fast-paced environment and have experience in client services.

Responsibilities

• Address client queries related to account opening and trading.
• Process asset and cash transfers.
• Administer general investment tasks.

Job description

A leading Wealth Management firm based in Bristol is seeking a Client Services Executive to manage client queries, including account opening, trading on portfolios, and processing payments. This role requires strong communication skills and attention to detail. You will contribute to maintaining high client satisfaction and support investment administration. The ideal candidate will thrive in a fast-paced environment and have experience in client services.