At a Glance
- Tasks: Support clients and teams, manage queries, and ensure smooth onboarding.
- Company: Dynamic wealth and investment management firm in London.
- Benefits: Hybrid working, career development, and a supportive team environment.
- Other info: Great opportunity for growth in a fast-paced financial services environment.
- Why this job: Kickstart your career in finance while making a real impact on client experiences.
- Qualifications: Strong communication skills and attention to detail; graduates welcome!
The predicted salary is between 31500 - 38500 £ per year.
We’re recruiting for two permanent Client Services Executive positions within a London-based wealth and investment management business. These are excellent opportunities for someone who enjoys working with people, has strong attention to detail and wants to develop a career within financial services.
Location: London | Hybrid working available
Contract: Permanent
We’re open to candidates at different stages of their career, including straight graduates who can demonstrate the right attitude, communication skills and willingness to learn.
The role:
- Acting as a key point of contact for clients and intermediaries
- Responding to client queries and handling instructions accurately and professionally
- Supporting client onboarding, including KYC and suitability processes
- Preparing meeting packs and client presentation materials
- Producing quarterly client valuations and supporting reporting requirements
- Coordinating with Operations, Risk & Compliance and other internal teams
- Processing client payments following appropriate verification checks
- Maintaining accurate client records and documentation
- Supporting the smooth transition of new clients into the business
- Providing general administrative and office support where required
What we’re looking for:
You’ll need excellent written and verbal communication skills, strong organisational ability and a high level of attention to detail. Previous office experience would be beneficial, and experience within financial services, wealth management or an IFA environment would be an advantage — but it isn’t essential. We’re also happy to consider recent graduates who have the potential, professionalism and enthusiasm to develop within the role.
You’ll ideally be someone who:
- Takes ownership and follows tasks through to completion
- Can manage competing priorities and deadlines
- Is naturally proactive and client-focused
- Enjoys learning and developing new skills
- Has a strong eye for detail and accuracy
- Is confident asking questions and seeking clarification when needed
- Looks for ways to improve processes and the client experience
An IOC Investment Operations Certificate (Level 3) or willingness to work towards this would be advantageous. If you’re looking for a role where you can build strong financial services experience, develop your client management skills and work alongside experienced professionals, we’d be interested in hearing from you. Please get in touch to find out more or to discuss the opportunities confidentially.
Wealth Client Services Specialist – Hybrid London employer: IPOE Consulting
Join a prestigious international private bank in London, where you will thrive in a collaborative work culture that values compliance excellence and professional growth. With hybrid working options and a strong focus on employee development, this role offers the chance to lead key governance initiatives while being part of a respected team dedicated to maintaining the highest regulatory standards. Experience a rewarding career path in a dynamic environment that prioritises continuous improvement and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Client Services Specialist – Hybrid 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 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 Wealth Client Services Specialist – Hybrid London
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.
