Client Services Executive (Wealth Management)
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| Job Type | Permanent |
| Area | South West England & Wales, UK |
| Sector | BankingFinancial ServicesCustomer Services |
| Salary | £ COMPETITIVE plus bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12768 |
| Job Views | 72 |
- Description
- Client Services Executive (Wealth Management)
Hybrid working available!
£ EXCELLENT plus bonus and benefits
A boutique Investment House based in Bristol is looking to hire a Client Services Executive to join their client team on a 12 month FTC. You will be responsible for acting as the first point of contact for client enquiries, managing all client lifecycle processes, and working to guarantee that every client is provided with excellent continuity and completeness of service.
Duties of the Client Services Executive to include:
- Develop and maintain relationship with clients and stakeholders, proactively engaging with clients to help them get up to date with matters in hand and deliver their desired outcomes.
- Manage the client lifecycle administration process. Ensure that all processes are in adherence with the RIM Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes.
- Maintaining client records and internal CRM systems
- Supporting the Investment Team with gathering relevant information to support client suitability.
- Acting as the ‘go to’ person for administration queries and as the client’s first point of contact. This will involve attending client meetings and leading discussions regarding administration matters.
- Support relationship with Investment Managers, clients and external providers.
Requirements for the successful Client Services Executive candidate:
- Previous experience in Financial Services managing the complete lifecycle of administration processes.
- Client Facing experience highly desirable.
- Personable and professional with strong time management skills and a keen eye for detail
- Strong IT skills including Microsoft Office packages.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.