Client Service Executive

Rms Limited; United States; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid Working

Competitive salary and non-contributy?

30 days holiday plus bank holidays

Life Assurance and Private Healthcare

Retail Discounts, Bike4Work, Gym

CSR volunteering leave

Job summary

Deutsche Bank Wealth Management is seeking a dedicated support professional to assist Relationship Managers and Investment Managers in day-to-day client servicing and handling general inquiries. You will process transactions, manage account opening and administration, and coordinate with multiple departments to ensure clients' needs are met.

The role emphasizes KYC compliance, pipeline management, and ongoing client service across account maintenance.

Qualifications

• Managing Account Opening process for the team by ensuring that the correct documentation has been obtained in line with associated KYC requirements.
• Liaising with relevant department to ensure the effective and timely completion of account opening
• Liaising with clients to provide ongoing client service through all areas of account maintenance and administrative
• Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures
• Processing and following-up to completion of all client payment instruction
• Contributing to the growth of the business in cooperation with the RM in prospect & pipeline management
• Excellent interpersonal and communication skills, both written and verbal with a positive attitude and strong work ethic
• Client focused, responsive and attentive to detail
• Relevant industry experience in support role within Private Banking / Wealth Management
• A growth and change mindset - with a focus on optimisation and efficiency of processes where the opportunity arises
• Educated to bachelor's degree level or equivalent qualification/relevant work experience
• Proficient in Microsoft Office suite and experience using Co-pilot
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs is the leading German bank with strong European roots and a global network.

Responsibilities

• Managing Account Opening process for the team by ensuring that the correct documentation has been obtained in line with KYC requirements.
• Liaising with relevant department to ensure the effective and timely completion of account opening
• Liaising with clients to provide ongoing client service through all areas of account maintenance and administrative
• Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures
• Processing and following-up to completion of all client payment instruction
• Contributing to the growth of the business in cooperation with the RM in prospect & pipeline management
• Excellent interpersonal and communication skills, both written and verbal with a positive attitude and strong work ethic
• Client focused, responsive and attentive to detail
• Relevant industry experience in support role within Private Banking / Wealth Management
• A growth and change mindset - with a focus on optimisation and efficiency of processes where the opportunity arises
• Educated to bachelor's degree level or equivalent qualification/relevant work experience
• Proficient in Microsoft Office suite and experience using Co-pilot
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs is the leading German bank with strong European roots and a global network.

Skills

Interpersonal communication

Attention to detail

Client service orientation

Growth mindset

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Co-pilot

Job description

Deutsche Bank Wealth Management is one of the largest Wealth managers worldwide. We offer a broad range of traditional / alternative investment and lending solutions as well as comprehensive client advice on all aspects of Wealth Management. You will be responsible for supporting the Relationship Managers (RMs) and Investment Managers (IMs) in the day-to-day servicing of clients as well as handling general enquiries from clients and assisting RMs to ensure clients' needs are met. You will be responsible for processing transactions, all aspects of account opening and administration and providing all-round operational support.. What we'll offer you,

• Managing Account Opening process for the team by ensuring that the correct documentation has been obtained in line with associated KYC (Know Your Client) requirements
• Liaising with relevant department to ensure the effective and timely completion of account opening
• Liaising with clients to provide ongoing client service through all areas of account maintenance and administrative
• Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures Processing and following-up to completion of all client payment instruction
• Contributing to the growth of the business in cooperation with the RM in prospect & pipeline management Excellent interpersonal and communication skills, both written and verbal with a positive attitude and strong work ethic
• Client focused, responsive and attentive to detail
• Relevant industry experience in support role within Private Banking / Wealth Management
• A growth and change mindset - with a focus on optimisation and efficiency of processes where the opportunity arises
• Educated to bachelor's degree level or equivalent qualification/relevant work experience
• Proficient in Microsoft Office suite and experience using Co-pilot
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs is the leading German bank with strong European roots and a global network.

Deutsche Bank in the UK is proud to be named in and has been awarded a Proud Employer Trailblazer Status from Stonewall and named in their .

We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its centre.

You can expect:

• Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them
• Competitive salary and non-contributory pension
• 30 days' holiday plus bank holidays, with the option to purchase additional days
• Life Assurance and Private Healthcare for you and your family
• A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
• The opportunity to support a wide ranging CSR programme + 2 days' volunteering leave per year