At a Glance
- Tasks: Deliver exceptional client support and manage documentation in a dynamic wealth management environment.
- Company: Respected investment and wealth management firm in Edinburgh.
- Benefits: Competitive salary, supportive team culture, and excellent career development opportunities.
- Other info: Permanent position with opportunities for professional growth.
- Why this job: Join a collaborative team and make a real impact on client experiences.
- Qualifications: Experience in client services or financial planning, strong communication skills, and attention to detail.
The predicted salary is between 35000 - 35000 £ per year.
Are you an organised client services professional looking to build your career within a respected wealth management firm? We're recruiting on behalf of a well-established investment and wealth management business in Edinburgh that is looking to appoint a Client Services Executive to join its Portfolio Management team on a permanent basis. This is an excellent opportunity for someone with experience in financial services administration or client services who enjoys delivering exceptional client experiences while supporting a busy front-office team.
The Role
As a Client Services Executive, you'll play a key role in delivering first-class support to clients, portfolio managers and intermediaries. You'll ensure client requests are handled efficiently, documentation is completed accurately, and regulatory standards are maintained throughout the client journey. Working collaboratively across Operations, Risk & Compliance and Client Data teams, you'll help deliver a seamless service while contributing to the ongoing success of the business.
Key Responsibilities
- Act as a first point of contact for clients and intermediaries, responding to enquiries professionally and efficiently.
- Liaise with clients regarding portfolio instructions, third-party payments and receipt of funds.
- Prepare client meeting packs and presentation materials.
- Produce quarterly client valuations and support reporting requirements.
- Assist with client onboarding, including KYC and suitability processes.
- Coordinate with Operations to ensure smooth transitions for new clients.
- Process client payments following verification procedures.
- Prepare, scan and maintain accurate client documentation in line with FCA and internal requirements.
- Maintain up-to-date client verification records.
- Work closely with Risk & Compliance to ensure regulatory adherence.
- Liaise with Client Data teams to maintain accurate client records.
- Provide wider administrative support, including diary management and reception cover where required.
About You
You'll ideally have:
- Around two years' experience in a client services, financial planning or wealth management support role.
- Excellent written and verbal communication skills.
- Strong organisational skills with exceptional attention to detail.
- Experience using CRM systems (Xplan experience would be advantageous).
- A minimum of three Highers/A Levels (or equivalent).
- The Level 3 Investment Operations Certificate (IOC), or the willingness to study towards it.
What We're Looking For
We're seeking someone who demonstrates:
- Outstanding attention to detail.
- Excellent time management and organisational skills.
- A proactive, client-first approach.
- A willingness to learn and develop professionally.
- Ownership and accountability.
- The ability to work collaboratively within a regulated environment.
- Resilience and the confidence to manage competing priorities.
What's on Offer
Permanent position, Salary of £35,000, Edinburgh-based office, Opportunity to develop within a highly respected wealth management environment, Supportive team culture with excellent career development opportunities.
If you're looking to progress your career within wealth management and pride yourself on delivering outstanding client service, we'd love to hear from you.
Client Services Executive in Broughton employer: IPOE Consulting
Join a well-established wealth management firm in Edinburgh, where you will thrive in a supportive team culture that prioritises exceptional client service and professional growth. With a competitive salary of £35,000 and opportunities for career development, this role as a Client Services Executive offers a chance to make a meaningful impact while working collaboratively within a respected organisation. Embrace the opportunity to enhance your skills in a dynamic environment that values attention to detail and a proactive approach.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive in Broughton
✨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 IPOE Consulting. 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 Broughton
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 IPOE Consulting.
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 IPOE Consulting'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 IPOE Consulting
✨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 IPOE Consulting.
✨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 IPOE Consulting 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 IPOE Consulting 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.
