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- Tasks: Support high-quality client servicing in a dynamic financial wealth management environment.
- Company: Join a leading financial services firm in Knightsbridge with a hybrid work model.
- Benefits: Competitive salary of £35,000, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact by enhancing client experiences and ensuring regulatory compliance.
- Qualifications: Experience in office support, ideally in financial services, with strong CRM skills.
- Other info: Be part of a collaborative team that values organisation and attention to detail.
The predicted salary is between 35000 - 35000 £ per year.
Salary: £35,000 per annum
Location: Knightsbridge
Permanent | Hybrid (2 days office, 3 home)
Purpose: To support high‑quality client servicing across a Financial Wealth Management Practice, ensuring a seamless adviser–client experience, strong regulatory adherence and efficient daily operations.
Key Responsibilities
- Client Servicing & Workflow Management
- Manage annual review workflows: open/close advice records, track adviser actions and upload documentation accurately.
- Ensure annual review letters are completed via Pano within required timeframes and meet Consumer Duty standards.
- Maintain accurate Salesforce records including meeting outcomes, client notes, tasks and value‑of‑advice updates.
- Oversee client meeting booking processes and ensure client engagement procedures are followed for overdue reviews.
- Track Interim Suitability Reports on Salesforce and support advisers with required follow‑ups.
- Conduct monthly checks on open advice records, ensuring closures are timely and within regulatory cycles.
- Support advisers in preparing and sending regulated review letters.
- Manage client segmentation and ensure service levels match segment criteria.
- Log all client communication and ensure wealth account updates are issued on schedule.
- Follow onboarding standards: CFR completion, meeting setup, segmentation and campaign assignments.
- Run monthly prospect checks, ensuring timely follow‑ups, accurate Salesforce updates and reporting information.
- Support Salesforce marketing campaigns.
- Collect and record client feedback post‑review or post‑business.
- Monitor Partner Quality Scores and support actions to meet annual targets.
- Take responsibility for personal compliance and due diligence.
Person Specification
- Experience & Knowledge
- Experience in office support, ideally within financial services.
- Familiarity with regulation and legislation (desirable).
- Confident user of CRM systems, especially Salesforce.
- Strong client service skills with excellent telephone and written communication.
- Highly organised with strong attention to detail and ability to multitask.
- Proficient in Microsoft Office suite.
- Calm under pressure, collaborative and solutions‑focused.
- Positive, adaptable and proactive.
Senior Client Servicing Executive employer: Achieve Recruitment Ltd
Contact Detail:
Achieve Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Servicing Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to client servicing and compliance. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your Salesforce skills! If you’ve got experience with CRM systems, make sure to highlight that in conversations. Being able to demonstrate your proficiency can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Client Servicing Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Client Servicing Executive role. Highlight your client service skills, attention to detail, and any experience with Salesforce or financial services.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've managed client workflows or ensured compliance in previous positions. Make it personal and engaging!
Showcase Your Communication Skills: Since strong written communication is key for this role, ensure your application is clear, concise, and free of errors. Use professional language but let your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Achieve Recruitment Ltd
✨Know Your Stuff
Make sure you’re familiar with the key responsibilities listed in the job description. Brush up on your knowledge of Salesforce and any relevant regulations. Being able to discuss how your experience aligns with managing workflows and client servicing will show that you’re a great fit.
✨Showcase Your Client Service Skills
Prepare examples from your past roles where you’ve excelled in client servicing. Think about times when you’ve managed client communications or ensured compliance. This will help demonstrate your strong client service skills and attention to detail, which are crucial for this role.
✨Be Ready to Discuss Compliance
Since compliance is a big part of this role, be prepared to talk about your understanding of regulatory requirements. You might want to mention any experience you have with compliance checks or how you’ve ensured adherence to standards in previous positions.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for client management, or how they measure success in client servicing. This shows your interest in the role and helps you gauge if it’s the right fit for you.