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For Companies At a Glance
- Tasks: Assist international clients with account management, trading, and investment administration.
- Company: Join a prestigious Private Bank with a top-performing Relationship Management team.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact in finance while building strong client relationships.
- Qualifications: 2-3 years in Client Services or Support within Investment Management; strong MS Office skills.
- Other info: Opportunity for career growth in a fast-paced financial services environment.
The predicted salary is between 39000 - 65000 £ per year.
Overview
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank.
Base pay range
Salary: 45 – 65K (depending on experience)
Responsibilities
- Deal with international client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration (e.g., processing asset transfers and change of address requests; online access issues or questions).
- Monitor transfers of cash and assets to and from client accounts; take trade orders on portfolios and execute the trades.
- Record all money movements daily and report weekly funds.
- Assemble all necessary documentation for Client Meetings, including presentations, meeting materials, review documentation and confidential information.
- Prepare new and maintain existing private client files, including scanning and filing client documents, maintaining these to the company’s standards and ensuring they are compliant.
- Data-entry in the CRM system ensuring information is correct and entered properly.
- Experience with a minimum of 2-3 years in a similar Client Services or Client Support role within an Investment Management company or Private Bank.
- Experience in executing client orders on portfolios.
- Strong knowledge of MS Office Suite; Account Opening experience is beneficial; CRM experience is advantageous (training will be provided).
- IAD – or working towards IAD.
Qualifications
- Minimum 2-3 years\’ experience in Client Services or Client Support in an Investment Management company or Private Bank.
- Experience in executing client orders on portfolios.
- Strong MS Office skills; Account opening experience beneficial; CRM experience advantageous (training provided).
- Customer-focused with outstanding service mindset.
- IAD or working towards IAD.
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Finance, Customer Service, and Administrative
Industries
- Financial Services, Investment Management, and Banking
London, England, United Kingdom
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Client Services Executive , IAD , Private Banking employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive , IAD , Private Banking
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and banking sectors. You never know who might have a lead on a Client Services Executive role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment management and client services. Be ready to discuss your experience with account opening and executing trades, as these are key aspects of the role.
✨Tip Number 3
Showcase your customer service skills during interviews. Highlight specific examples where you've gone above and beyond for clients, as this will demonstrate your outstanding service mindset.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Services Executive , IAD , Private Banking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in client support and investment management, and don’t forget to mention any relevant skills like MS Office proficiency and CRM experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of how you've handled client queries or executed trades in the past.
Showcase Your Customer Focus: We love candidates who put customers first! In your application, emphasise your customer service mindset and any experiences where you went above and beyond to help clients.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of private banking and investment management. Understand the key responsibilities of a Client Services Executive, especially around account opening and trade execution. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience in client services. Think about times when you successfully handled client queries or executed trades. This will demonstrate your capability and give the interviewer a clear picture of what you can bring to the team.
✨Be Customer-Focused
Since this role is all about providing outstanding service, be ready to discuss how you prioritise customer satisfaction. Share instances where you went above and beyond for a client, and how you handle difficult situations. This will show that you have the right mindset for the job.
✨Get Familiar with Tools
Familiarise yourself with the MS Office Suite and any CRM systems you’ve used before. If you have experience with data entry or managing client files, be prepared to talk about it. Even if you haven't used their specific systems, showing that you're tech-savvy will work in your favour.
