Wealth Management Client Services Specialist

Rothschild & Co; City of Westminster; On-site; GBP 32,000 - 46,000; Full time

Job summary

Rothschild & Co Wealth Management in London is seeking a Client Service Executive to provide dedicated administrative support to the Client Adviser teams and their clients. The role involves regular client contact, liaising with Advisers, Portfolio Managers, Compliance and operations across London, Guernsey and Zurich.

You will act as the primary point of contact for administrative procedures, manage client on-boarding and data updates, handle cash management tasks, and assist in client

Qualifications

• Diligent with high level of attention to detail even when under pressure.
• Strong organisational skills and ability to prioritise.
• Excellent oral and written communication skills.
• Self-starter and team player.
• Ability to work to deadlines.
• Computer literate (MS Office).

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/questions 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.
• Coordinate, as and when directed by the Client Advisers, the process of new client take on, including onboarding of corporate and trust clients.
• Manage the take on of all cash and stock positions internally with the back office whilst keeping the appropriate Portfolio Manager and Client Adviser informed of progress.
• 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.
• Assist with client reporting to ensure that periodic statements are sent within agreed timeframes.
• Report all incidents, monetary errors and client complaints to the Client Adviser and the Head of Front Office Support; making recommendations for change where appropriate.

Skills

Attention to detail

Organisational skills

Written & verbal communication

Team player

Deadline-driven

Tools

MS Office

Job description

Rothschild & Co Wealth Management in London is seeking a Client Service Executive to provide dedicated administrative support to the Client Adviser teams and their clients. The role involves regular client contact, liaising with Advisers, Portfolio Managers, Compliance and operations across London, Guernsey and Zurich.

You will act as the primary point of contact for administrative procedures, manage client on-boarding and data updates, handle cash management tasks, and assist in client