At a Glance
- Tasks: Be the go-to person for client inquiries and support onboarding processes.
- Company: Join a prestigious wealth management firm with a focus on client satisfaction.
- Benefits: Enjoy a competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to work in a dynamic team with career advancement potential.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong communication and organisational skills are essential.
The predicted salary is between 30000 - 37000 £ per year.
James Hambro & Partners LLP in Bristol is seeking a Client Services Executive to join our Portfolio Management Service Delivery team. The CSE will be the front line for client and intermediary inquiries, coordinate instructions, prepare meeting materials and support client onboarding with KYC checks and regulatory compliance.
The role requires strong communication, organisational skills, attention to detail and the ability to work closely with risk, compliance and client data teams to ensure effective service delivery.
Client Services Executive - Bristol Wealth Management employer: James Hambro & Partners LLP
At James Hambro & Partners LLP, we pride ourselves on fostering a collaborative and supportive work environment in the heart of Bristol. As a Client Services Executive, you will benefit from our commitment to employee growth through ongoing training and development opportunities, while enjoying a culture that values teamwork and excellence in client service. Join us to be part of a dynamic team where your contributions are recognised and rewarded, making a meaningful impact in wealth management.
Contact Details:
James Hambro & Partners LLP Recruitment Team
