The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank.
The Client Services Executive will be dealing with client queries including day to day account opening, trading on portfolios, payments and lending, and general investment administration e.g. processing asset transfer and change of address requests; online access issues or questions.
The Client Services Executive will diligently monitor transfers of cash and assets to and from client’s accounts; recording all money movements on a daily basis and reporting weekly funds;
The Client Services Executive will assemble all necessary documentation for Client Meetings, not limited to presentations/meeting materials/review documentation and confidential information;
Preparing new and maintaining existing private client files, including scanning and filing client documents, maintaining these to the company’s standards and ensuring they are compliant;
Data-inputting in the CRM system ensuring information is correct and entered properly;
The Candidate:
Possess a minimum of 2-3 years + experience, in a similar Client Services or Client support within Private Banking or Wealth Management company.
Willingness to complete the IAD if not already achieved. IOC CISI would be useful.
Experience in client administration, ideally client payments and updating client records.
Strong knowledge of MS Office Suite;
CRM experience is advantageous however training will be provided.
Can clearly understand and demonstrate giving outstanding customer service
#J-18808-Ljbffr
Client Services Executive , CISI , Private Banking , Wealth Management Support employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
