James Hambro & Partners LLP in Edinburgh is seeking a Client Services Executive to join the Portfolio Management Team. You will be the primary contact for clients and intermediaries, ensuring timely, accurate responses and proactive service delivery across front-office activities.
The role supports onboarding, client reporting, and quarterly valuations, while coordinating with Risk & Compliance to meet regulatory requirements and maintain high service standards.
#J-18808-LjbffrClient Services Executive – Wealth Management & Portfolio Support 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
