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- Tasks: Support clients and ensure smooth service delivery in a dynamic wealth management environment.
- Company: Growing wealth management firm based in Edinburgh with a focus on client service.
- Benefits: Competitive salary, professional qualification sponsorship, and strong career progression opportunities.
- Other info: Equal opportunities employer welcoming diverse applicants.
- Why this job: Join a team where your contributions directly impact client satisfaction and operational efficiency.
- Qualifications: Experience in financial services, strong communication skills, and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
Core-Asset Consulting is working with a growing wealth management firm to recruit a Client Services Executive to join their team in Edinburgh on a full-time basis. This role offers the opportunity to support front-office teams in delivering a high standard of service to clients. You will play a key role in ensuring operational efficiency, maintaining accurate client records, and supporting the end-to-end client lifecycle. This role offers professional qualification sponsorship and strong progression opportunities.
Experience:
- Experience in a similar financial services role.
- Strong communication skills, both written and verbal.
- High level of organisation and attention to detail.
- Ability to manage workload effectively and meet deadlines.
- Proactive approach with a strong focus on client service.
- Experience using CRM systems is advantageous.
- Willingness to develop knowledge and relevant industry qualifications.
Core Responsibilities:
- Act as a point of contact for clients and intermediaries, responding to queries and maintaining accurate records.
- Support portfolio-related activity, including processing payments and handling incoming funds.
- Prepare client meeting materials and assist with reporting, including quarterly valuations.
- Support client onboarding processes, including KYC and suitability checks.
- Coordinate with internal teams to ensure smooth onboarding and ongoing service delivery.
- Maintain client documentation in line with regulatory and internal requirements.
- Work closely with Risk & Compliance to ensure adherence to relevant regulations.
- Liaise with internal teams to ensure client data is accurate and up to date.
A highly competitive salary. 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.
Client Service Executive in Edinburgh employer: Core-Asset-Consulting
Contact Detail:
Core-Asset-Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. We recommend having a few examples ready that showcase your client service skills and attention to detail—these are key for a Client Service Executive role!
✨Tip Number 3
Follow up after interviews with a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Client Service Executive in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Service Executive role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about client service and how your proactive approach aligns with our values. Keep it concise but impactful – we love a good story!
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your written application reflects that. Use clear and professional language, and don’t forget to proofread for any typos or errors. We appreciate attention to detail!
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 shows you’re keen on joining our team!
How to prepare for a job interview at Core-Asset-Consulting
✨Know Your Client Service Basics
Make sure you brush up on the fundamentals of client service, especially in the financial sector. Understand the key responsibilities of a Client Service Executive and be ready to discuss how your experience aligns with these tasks.
✨Show Off Your Communication Skills
Since strong communication is crucial for this role, prepare examples that showcase your written and verbal skills. Think about times when you successfully resolved client queries or collaborated with teams to enhance service delivery.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your workload and meet deadlines. Share specific strategies or tools you use to stay organised, especially when handling multiple client accounts or processing payments.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM systems, highlight it! If not, do a bit of research on common platforms used in client services. Being able to discuss how you would leverage technology to maintain accurate client records will impress your interviewers.