- Client Services role within a company responsible for over £60 billion AUM
- Support an award-winning investment and wealth management services provider
About Our Client
A provider of individual investment and wealth management services for private clients who are looking to add a new client services executive to their growing team.
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Job Description
- Initially reporting on a day to day basis to the team's Investment Manager Assistant.
- Assist with and support the client facing administration process to ensure a timely and efficient client experience.
- Take ownership and ensure that you remain accountable for all client administration tasks undertaken to act as the main liaison between your investment team and the operations teams and ensure all parties are kept up to date with progress.
- Ensure processes are followed and are fit for purpose, tasks include: this includes the compilation of complex client reports and spreadsheets.
- End to end management of account opening, on-boarding and transfer processes, liaising with operations teams were appropriate.
- Processing client payments and account amendments, liaising with operations teams were appropriate.
- Take responsibility for all appropriate client communication as instructed.
- Support quarterly portfolio valuation processes.
The Successful Applicant
The successful candidate has previous experience as a client services executive or a similar role in a financial services organisation.
What's on Offer
An opportunity to become a client services executive for a successful investment and wealth management organisation in the City of London.
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