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.
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Client Services Executive – Wealth Management & Portfolio Support employer: James Hambro & Partners LLP
James Hambro & Partners is an exceptional employer, offering a dynamic work environment in the heart of London where traditional values meet modern wealth management practices. With a strong emphasis on personal service and client satisfaction, employees benefit from a collaborative culture that fosters professional growth and development, alongside a competitive salary and comprehensive benefits package. Joining our team means being part of a respected firm with a rich heritage, dedicated to empowering its staff to excel in their roles while making a meaningful impact in the lives of our clients.
Contact Details:
James Hambro & Partners LLP Recruitment Team
