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- Tasks: Manage client orders and transactions while providing exceptional service.
- Company: Join a leading financial services firm focused on client success.
- Benefits: Flexible rate, hybrid work options, and potential for extension.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Experience in financial services and strong relationship management skills.
- Other info: Opportunity to grow within a supportive and collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
Rate: Flexible
Duration: Until 31st July 2026 (possible extension)
Hybrid: This will be 5 days onsite with a change of going hybrid once fully settled into the role
Interview: 2 stages (1 teams and 1 face to face)
Your role:
Are you curious, proactive and always striving to bring positive impact to clients? Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want to proactively go the extra mile with us to help our sophisticated clients?
We’re looking for someone to:
- Be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
- Be the direct contact for daily banking activities and administrative work for our clients
- Manage daily client transactions and carry out inquiries and troubleshooting
- Perform account maintenance tasks and client-related processes, e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
- Research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
- Support client advisors in delivering exceptional client service and experience
- Support client advisors in administrative, risk and legal and compliance related tasks and duties
- Join client advisors occasionally in client meetings
Your team:
You will be part of the Wealth Management UK Domestic High Net Worth team in London. Our role is to manage, preserve and grow the wealth of our clients.
Your expertise:
- Financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
- Ideally you hold a level 4 qualification
- Unyielding attention to detail, even when you are under pressure
- Team player that remains calm while managing conflicting priorities
- Works with absolute discretion, tactfulness and adaptability to changing demands
- Solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
- Effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
- Able to utilize tools and resources to service clients as efficiently as possible
Client Account Manager in London employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Account Manager in London
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their growth story.
✨Tip Number 2
Practice makes perfect! Prepare for both stages of the interview by doing mock interviews with friends or using online resources. Focus on common questions related to client management and financial services to boost your confidence.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider tips and might even lead to referrals, which can be a game-changer in landing the job.
✨Tip Number 4
Don’t forget to follow up! After your interviews, send a thank-you email expressing your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind for the hiring team.
We think you need these skills to ace Client Account Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Account Manager. Highlight your financial services experience and any relevant qualifications, like that level 4 you might have. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your proactive attitude and 'can do' mentality. Tell us why you’re excited about joining our team and how you can bring positive impact to our clients.
Showcase Your Attention to Detail: In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on, even under pressure!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen to be part of our growth story!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially around client-facing roles. Understand the products and services mentioned in the job description, like deposits, loans, and KYC processes. This will show that you're not just interested but also knowledgeable about what the role entails.
✨Showcase Your Curiosity
During the interview, demonstrate your proactive nature by asking insightful questions about the company and its clients. This could be about their approach to client service or how they handle complex transactions. It shows you're genuinely interested in making a positive impact.
✨Be a Team Player
Highlight your ability to work well under pressure and manage conflicting priorities. Share examples from your past experiences where you successfully collaborated with others to achieve a common goal. This is crucial for a role that involves supporting client advisors and managing client relationships.
✨Practice Makes Perfect
Since there are two stages to the interview, practice your responses for both the Teams call and the face-to-face meeting. Prepare for common questions related to client management and problem-solving. Role-playing with a friend can help you feel more confident and articulate during the actual interview.
