Wealth Management Client Services Specialist

Schroders; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global investment manager is seeking a Client Service Executive for their Wealth Management division. You will play a key role in maintaining relationships with clients, handle administrative tasks, and work closely with Portfolio Managers. The ideal candidate should have excellent IT skills, experience in client service, and strong communication skills. This role offers opportunities for professional growth and is based in London, in a flexible working environment.

Benefits

Flexibility in working arrangements

Opportunity for professional growth

Qualifications

• Proven experience in client service roles is necessary.
• Ability to multi-task while maintaining high standards of service.
• Self-motivated, enthusiastic, and good team player.

Responsibilities

• Work closely with Portfolio Managers to support clients.
• Handle administrative duties promptly for our clients.
• Set up accounts for new clients and ensure compliance.

Skills

Excellent IT skills

Experience of client service

Excellent communication skills

Attention to detail

Ability to work under pressure

Tools

Microsoft Office Suite

Job description

A leading global investment manager is seeking a Client Service Executive for their Wealth Management division. You will play a key role in maintaining relationships with clients, handle administrative tasks, and work closely with Portfolio Managers. The ideal candidate should have excellent IT skills, experience in client service, and strong communication skills. This role offers opportunities for professional growth and is based in London, in a flexible working environment.