Client Services Executive in London

Client Services Executive in London

London Full-Time 40000 - 42500 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Build strong client relationships and support investors in their journey with GoldCore.
  • Company: GoldCore, a trusted precious metals firm based in Dublin since 2003.
  • Benefits: Competitive salary, professional development, and a dynamic work environment.
  • Other info: Onsite role in London with excellent career growth opportunities.
  • Why this job: Join a growing team and make a real impact in wealth preservation.
  • Qualifications: Degree or equivalent experience, with 3-5 years in a client-facing role.

The predicted salary is between 40000 - 42500 £ per year.

Founded in Dublin in 2003, Gold Core is a specialist precious metals firm focused on helping investors protect and preserve wealth through physical gold and silver ownership.

Over more than two decades, the company has built a reputation for trust, integrity, education, and high‑quality client service.

Gold Core’s DNA is wealth‑preservation principle, a commitment to professional standards and long‑term relationships with clients and financial partners.

The company continues to expand its institutional and adviser network as demand for secure, transparent precious metals solutions grow.

Position Description

We are seeking an ambitious, professional, and client-focused Client Services Executive to join our growing team in London.

This is a varied role combining client relationship management, inbound business development, investor support, and project work.

You will play a significant role in helping UK investors understand Gold Core's services, supporting existing clients and contributing to the continued growth of the business.

Education

  • Degree qualification or equivalent professional experience.
  • Strong references demonstrate professionalism, reliability, and excellent client service skills.

Skills And Experience

  • Minimum 3–5 years' experience in a client-facing role
  • Experience within financial services, wealth management, banking, pensions, investment services, fintech, or a related industry.
  • Excellent verbal and written communication skills.
  • Strong relationship-building and interpersonal abilities.
  • CRM experience and strong organizational skills.
  • High diligence and the ability to manage multiple priorities.
  • Professional, initiative-taking, and client-focused approach.
  • Knowledge of precious metals, wealth preservation, or investment markets is desirable.
  • Understanding pensions, financial planning, or wealth management is desirable.

Key Responsibilities

  • Build and maintain strong client relationships.
  • Support prospective investors throughout the account opening and investment process.
  • Manage client enquiries by phone, email, and webchat.
  • Conduct follow-up calls with prospective clients.
  • Maintain accurate CRM records and client documentation.
  • Support relationships with financial advisers and professional partners.
  • Assist with projects that improve client experience and support business growth.
  • Key Objectives
  • Deliver exceptional client service and maintain elevated levels of client satisfaction.
  • Support the efficient onboarding of new clients.
  • Contribute to UK business growth and client retention.
  • Maintain exacting standards of professionalism, accuracy, and compliance.

This is a UK onsite based role at Gold Core UK.

Conclusion

This job description is to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job.

But this job description is not an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

This job description will not invalidate any terms and conditions of your employment as stated in your Statement of Main Terms of Employment and accompanying Employee Handbook.

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Client Services Executive in London employer: GoldCore.com

GoldCore is an exceptional employer that prioritises client service and professional development, making it an ideal workplace for those passionate about wealth preservation. Located in London, the company fosters a collaborative and supportive work culture, offering employees opportunities for growth within the financial services sector while maintaining a strong commitment to integrity and client satisfaction. With a focus on building long-term relationships and providing high-quality support, GoldCore empowers its team members to thrive in their roles and contribute meaningfully to the company's success.

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Contact Details:

GoldCore.com Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Services Executive in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like GoldCore.com. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Client Services Executive in London

Client Relationship Management
Inbound Business Development
Investor Support
Communication Skills
Relationship-Building
Interpersonal Abilities
CRM Experience

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to GoldCore.com.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on GoldCore.com's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at GoldCore.com

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with GoldCore.com.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at GoldCore.com will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former GoldCore.com employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.