Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Be the go-to person for client queries and support Financial Planners with top-notch service.
- Company: Join a prestigious wealth management firm known for its excellence and client focus.
- Benefits: Enjoy a competitive pension, private medical insurance, and a discretionary bonus scheme.
- Why this job: Thrive in a fast-paced environment while developing your career in financial services.
- Qualifications: Experience in client support or wealth management is preferred; strong admin skills are essential.
- Other info: Work in a friendly, collaborative team with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Meraki Talent are working with a prestigious and highly respected wealth management firm to appoint a Client Services Executive. This is an excellent opportunity for a detail-oriented and client-focused individual who thrives in a fast-paced, collaborative environment and is keen to develop within the financial services sector.
Key Responsibilities
- Act as a first point of contact for client queries, supporting Financial Planners with high-quality service
- Prepare financial advice documentation across investments, pensions, and estate planning
- Schedule and manage annual client reviews and follow-up actions
- Maintain accurate client records in line with MiFID II and internal compliance standards
- Process new business applications and liaise with Investment Managers and providers
- Support team communications, assist with ad hoc projects, and provide cover across offices as needed
Background & Experience
- Experience in a similar client support or wealth management role
- Strong administrative skills and knowledge of financial services processes
- Excellent communication, organisation, and attention to detail
- Confident using Microsoft Office, particularly Word and Excel
- CII qualifications and DFM knowledge are beneficial but not essential
Benefits
- Discretionary bonus scheme
- Competitive pension contributions
- Private medical insurance
- Opportunities for career progression and professional development
- Friendly and collaborative working environment
If you or someone you know is interested, please do reach out to me at nick.nikitin@merakitalent.com or on +44 20 4571 7392.
Client Service Executive employer: Meraki Talent
Contact Detail:
Meraki Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive
✨Tip Number 1
Familiarise yourself with the financial services sector, especially wealth management. Understanding key concepts like investments, pensions, and estate planning will help you engage more effectively during interviews.
✨Tip Number 2
Brush up on your administrative skills, particularly in using Microsoft Office tools like Word and Excel. Being proficient in these applications is crucial for managing client records and preparing documentation.
✨Tip Number 3
Practice your communication skills, as you'll be the first point of contact for clients. Role-playing common client scenarios can help you feel more confident and prepared for real interactions.
✨Tip Number 4
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights and potentially refer you to opportunities at firms like ours.
We think you need these skills to ace Client Service Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client support or wealth management. Emphasise your administrative skills and any specific knowledge of financial services processes that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your attention to detail and client-focused approach. Mention your enthusiasm for the financial services sector and how you thrive in fast-paced environments, as these are key attributes for the role.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office, particularly Word and Excel. If you have any CII qualifications or DFM knowledge, be sure to mention these as they can set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the Client Service Executive role.
How to prepare for a job interview at Meraki Talent
✨Showcase Your Client-Focused Mindset
As a Client Service Executive, your ability to prioritise client needs is crucial. Prepare examples from your past experiences where you successfully resolved client queries or improved client satisfaction.
✨Demonstrate Attention to Detail
Given the importance of accuracy in financial documentation, be ready to discuss how you ensure precision in your work. You might want to mention specific tools or methods you use to maintain high standards.
✨Familiarise Yourself with Financial Services Regulations
Understanding MiFID II and compliance standards is key for this role. Brush up on these regulations and be prepared to discuss how they impact client service and documentation processes.
✨Highlight Your Administrative Skills
Strong administrative skills are essential for managing client records and scheduling reviews. Be ready to talk about your experience with Microsoft Office, particularly Word and Excel, and any relevant software you've used.
