At a Glance
- Tasks: Support clients and intermediaries with investment portfolios and account management.
- Company: Prestigious Wealth Management firm with a top-performing team.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for career growth and to work with industry experts.
- Why this job: Join a leading firm and make a real difference in client services.
- Qualifications: 2-3 years in client services within investment management; strong MS Office skills.
The predicted salary is between 32000 - 40000 £ per year.
Salary: 32-40K (depending on experience)
The Client Services Executive will sit within a top performing team for a highly prestigious Wealth Management firm. The Client Services Executive will liaise with clients and intermediaries to take instructions on the investment portfolios in respect of third-party payments and the receipt of funds.
The Client Services Executive will be dealing with Intermediary and IFA client queries including:
- Day to day account opening
- Portfolio support
- Payments
- General investment administration e.g. processing asset transfer and change of address requests; online access issues or questions
The Client Services Executive will liaise with IFAs and will diligently monitor transfers of cash and assets to and from client’s accounts; taking trade orders on portfolios and executing the trades. 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 role within an Investment Management company or Wealth Manager / Private Bank.
- IAD / IOC - or working towards
- Experience in executing client orders on portfolios
- Strong knowledge of MS Office Suite
- Account Opening experience - beneficial
- CRM system experience - Xplan would be highly beneficial
- Can clearly understand and demonstrate giving outstanding customer service
Client Services Executive , IFA , Wealth Management Support employer: JJ SEARCH LIMITED
As a leading UK specialist commercial bank, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. The Senior Credit Approver role offers not only competitive benefits and opportunities for professional growth but also the chance to make a significant impact on our lending portfolio while collaborating with senior stakeholders. Join us in shaping the future of property lending and development finance in an environment that values innovation and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive , IFA , Wealth Management Support
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JJ SEARCH LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Executive , IFA , Wealth Management Support
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JJ SEARCH LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JJ SEARCH LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JJ SEARCH LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JJ SEARCH LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JJ SEARCH LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
