Client Services Executive
A leading UK wealth management firm is seeking a Client Services Executive to join its Investment Management division in London.
This is an excellent opportunity to join a highly respected financial services organisation with a long-standing reputation for delivering investment management and wealth planning solutions to private clients, charities and institutions. The position offers exposure to a specialist investment team and provides the chance to build a long-term career within a growing business.
- London | Hybrid Working (Up to 3 Days from Home)
- Up to £45,000 + Bonus + Excellent Benefits
- 6-Month Fixed-Term Contract (Strong Potential to Become Permanent)
The Opportunity
As a Client Services Executive, you will play a pivotal role in delivering an exceptional client experience. Acting as the primary point of contact for clients and internal stakeholders, you will take ownership of client administration and lifecycle management, ensuring all processes are completed efficiently and accurately.
This role offers a blend of client interaction, relationship management and operational support, making it ideal for an experienced financial services administrator looking to take the next step in their career.
Key Responsibilities
Develop and maintain strong relationships with clients and internal stakeholders.
Manage the client lifecycle administration process from start to finish.
Act as the key liaison between clients, investment managers, operations teams and other stakeholders.
Oversee account opening, onboarding, transfers, client payments and account amendments.
Support portfolio valuation processes and ensure all administrative tasks are completed accurately.
Assist with client suitability information gathering and preparation of client summaries and welcome packs.
Attend client meetings where appropriate and support the wider investment team.
Act as the first point of contact for client queries and administration matters.
Contribute to process improvements and share best practice across the business.
Support more complex client events, including estate, probate and deceased client administration.
To be considered for this opportunity, you should have
Experience within a financial services administration or client services role.
Experience managing end-to-end client administration processes.
Strong organisational and relationship management skills.
Excellent communication and client service abilities.
A good understanding of financial services products and regulatory requirements.
Experience supporting investment management, wealth management or financial planning teams would be advantageous.
Investment Operations Certificate (IOC) qualification or progress towards professional qualifications would be beneficial.
Package & Benefits
- Salary up to £45,000
- Annual discretionary bonus
- Hybrid working (up to 3 days working from home)
- Competitive pension scheme
Season Ticket Loan
- 25 days annual leave
- Option to purchase additional annual leave
- Full study support and professional development funding
Why Apply?
This is an outstanding opportunity to join one of the UK's most respected wealth management organisations, offering a supportive environment, excellent benefits, career development opportunities and the possibility of securing a permanent position following the initial contract period.