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For Companies At a Glance
- Tasks: Be the go-to person for client queries and manage their journey with us.
- Company: Join a leading wealth management firm in London, known for its commitment to excellence.
- Benefits: Enjoy a 6-month contract with opportunities for growth and development.
- Why this job: Make a real impact by enhancing client experiences in a dynamic environment.
- Qualifications: Experience in financial services and client administration is preferred.
- Other info: We celebrate diversity and welcome applications from all backgrounds.
The predicted salary is between 28800 - 43200 £ per year.
We have an exciting opportunity for a Client Service Executive to join the team at a leading wealth management firm at their office in London on a 6-month fixed-term contract. The successful candidate will act as the primary point of contact for all client enquiries and manage the client lifecycle process.
Skills/Experience:
- Experience working in a similar role in Financial Services managing end-to-end administration processes.
- Knowledge of regulatory environment.
- Understanding of the products and services.
- Experience managing administrative staff (desirable).
- Client Facing Experience (desirable).
Core Responsibilities:
- Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
- Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
- Manage the client lifecycle administration process to ensure a timely and efficient client experience.
- Take ownership and accountability for all client administration tasks.
- Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
- Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
- Work closely with the team and wider administration functions to develop and share best practice.
- Act as the first point of contact for clients, assuming the role of the “go to” person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
Client Service Executive employer: Core-Asset Consulting Ltd
Contact Detail:
Core-Asset Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive
✨Tip Number 1
Familiarise yourself with the specific products and services offered by the wealth management firm. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in client-facing roles. Engaging with them can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your knowledge of the regulatory environment relevant to wealth management. Being well-versed in compliance issues will show that you are prepared to handle the responsibilities of the role effectively.
✨Tip Number 4
Prepare for potential client scenarios that may arise during the interview. Think about how you would handle various client queries or issues, as this will showcase your problem-solving skills and client management abilities.
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 service and financial services. Emphasise any roles where you managed end-to-end administration processes or had client-facing responsibilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to manage client relationships. Mention specific skills that align with the job description, such as knowledge of regulatory environments and client lifecycle processes.
Showcase Relevant Experience: In your application, provide examples of how you've successfully managed client enquiries and administrative tasks in previous roles. Highlight any experience you have in leading discussions or attending client meetings.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Client Service Executive role.
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Know Your Client Lifecycle Processes
Familiarise yourself with the client lifecycle processes mentioned in the job description. Be prepared to discuss how you have managed similar processes in your previous roles, highlighting your attention to detail and ability to follow procedures.
✨Demonstrate Your Client-Facing Experience
Since this role involves being the primary point of contact for clients, share specific examples of your client-facing experience. Discuss how you've built relationships and resolved issues, showcasing your communication skills and customer service orientation.
✨Understand Regulatory Requirements
Brush up on the regulatory environment relevant to financial services. Be ready to explain how you ensure compliance in your work and how you stay updated on changes in regulations that could affect client administration.
✨Showcase Your Team Collaboration Skills
This position requires working closely with various teams. Prepare to discuss instances where you've collaborated effectively with colleagues or stakeholders to achieve a common goal, emphasising your teamwork and interpersonal skills.
