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- Tasks: Lead a team in delivering exceptional client service and managing onboarding processes.
- Company: Leading investment firm focused on operational excellence and client satisfaction.
- Benefits: Competitive salary of £60,000 plus benefits, with opportunities for career development.
- Why this job: Make a real impact by enhancing client experiences and leading a dedicated team.
- Qualifications: Experience in wealth management and strong leadership skills required.
- Other info: Dynamic role with opportunities for coaching and professional growth.
The predicted salary is between 60000 - 60000 £ per year.
£60,000 + benefits (3/2)
Are you an experienced Client Executive in wealth management/financial services with a track record of delivering a seamless onboarding experience? Are you detail orientated with stakeholder and team management capabilities? Would you enjoy a role that combines hands-on client servicing with team leadership, ensuring high standards across client interactions and operational processes?
A leading investment firm is seeking an experienced Client Executive Team Lead to oversee a dedicated portfolio of private clients while driving operational excellence and team performance.
What you’ll be doing:
- Managing end-to-end onboarding, including account opening, KYC and Source of Wealth requirements
- Liaising with third-party providers (custodians, pension providers, etc.)
- Coordinating asset transfers and credit documentation
- Ensuring all onboarding documentation is compliant and up to date
- Overseeing client requests such as withdrawals, ISA subscriptions, transfers, and account changes
- Responding to client and adviser queries with accuracy and efficiency
- Producing client reporting materials and maintaining CRM records
- Supporting annual suitability reviews and ongoing compliance requirements
- Leading and developing a team of Client Executives
- Acting as escalation point for operational challenges
- Monitoring team performance, capacity and service delivery metrics
- Providing coaching, training and career development support
- Collaborating with senior leadership to integrate and optimise client service functions
- Driving efficiency improvements across workflows and processes
- Supporting business projects and system enhancements
- Maintaining high standards of documentation, compliance and client communication
The skills you need to bring:
- Proven experience in private client servicing or wealth management
- Strong leadership and team management capabilities
- Excellent organisational and stakeholder management skills
- Advanced MS Office
- Excellent relationship builder
- Approachable manner
- Commitment to delivering exceptional client outcomes
Client Executive Team Lead, Wealth Management - 22806 employer: Aldrich & Co
Contact Detail:
Aldrich & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive Team Lead, Wealth Management - 22806
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Client Executive Team Lead role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of onboarding processes and compliance requirements. Be ready to share specific examples of how you've managed client interactions and team performance in the past.
✨Tip Number 3
Showcase your leadership skills! During interviews, highlight your experience in coaching and developing teams. Talk about how you’ve driven efficiency improvements and maintained high standards in client servicing.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Client Executive Team Lead, Wealth Management - 22806
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Executive Team Lead role. Highlight your wealth management experience and any leadership roles you've held to show us you're the right fit.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about client servicing in wealth management. Share specific examples of how you've delivered exceptional client outcomes and managed teams effectively.
Showcase Your Attention to Detail: Since this role involves compliance and documentation, make sure your application is free from errors. A well-organised and polished application will demonstrate your attention to detail, which is crucial for this position.
Apply Through Our Website: We encourage you to apply directly through our website. This way, you can ensure your application reaches us quickly and you’ll have access to all the latest updates about the hiring process.
How to prepare for a job interview at Aldrich & Co
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management and private client servicing. Be ready to discuss your experience with onboarding processes, KYC, and compliance requirements. This shows you’re not just familiar with the jargon but can also apply it in real-world scenarios.
✨Showcase Your Leadership Skills
Since this role involves leading a team, be prepared to share examples of how you've successfully managed teams in the past. Talk about specific situations where you’ve coached or developed team members, and how you’ve driven performance improvements. This will highlight your capability as a leader.
✨Demonstrate Your Client-Centric Approach
Prepare to discuss how you ensure exceptional client outcomes. Think of instances where you’ve gone above and beyond for clients or resolved complex issues efficiently. This will illustrate your commitment to client service and your ability to handle challenging situations.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client interactions or operational challenges. Practice articulating your thought process and decision-making skills in these scenarios. This will help the interviewers see how you think on your feet and manage real-time challenges.