Client Services Executive

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 or on

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