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For Companies At a Glance
- Tasks: Support clients with account management, trading, and investment administration in a prestigious Private Bank.
- Company: Join a top-performing team at a leading Private Bank in Wealth Management.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact by providing exceptional service to international clients.
- Qualifications: 2-3 years in Client Services or Client Support, strong MS Office skills required.
- Other info: Training provided for CRM experience; excellent career growth opportunities await.
The predicted salary is between 34000 - 44000 £ per year.
Overview
This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Salary: 40-52K salary (depending on experience)
The Role
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank. The role involves handling international client queries across day-to-day account opening, trading on portfolios, payments and lending, and general investment administration (e.g., processing asset transfers and address changes, online access issues).
Key duties include diligently monitoring transfers of cash and assets to and from client accounts, taking trade orders on portfolios and executing trades; recording all money movements daily and reporting weekly funds; assembling documentation for client meetings (presentations, meeting materials, review documentation, and confidential information); preparing new and maintaining existing private client files (scanning, filing, and ensuring compliance with company standards); data-entry in the CRM system to ensure information is correct.
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 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 experience is advantageous; training will be provided. Demonstrates outstanding customer service and clear communication.
Qualifications and Skills
- 2-3 years in Client Services or Client Support in investment management or private banking
- Experience executing client orders on portfolios
- Account opening experience (beneficial)
- Strong MS Office skills
- CRM experience advantageous (training provided)
- Good customer service and communication skills
Employment Details
- Seniority level: Not Applicable
- Employment type: Full-time
- Job function: Finance, Customer Service, Administrative
- Industries: Financial Services, Investment Management, Banking
Note: This posting may include referrals and location notices for Leeds, England, United Kingdom, and surrounding areas.
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Client Services Executive , Private Banking , Wealth Management Support 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 , Private Banking , Wealth Management Support
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and banking sectors. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and investment management. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your experience in client services, especially any successful projects or client interactions. This can really set you apart during interviews.
✨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 are proactive about their job search.
We think you need these skills to ace Client Services Executive , Private Banking , Wealth Management Support
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 the role. Mention specific experiences that relate to handling client queries and executing trades, and show off your customer service skills.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. You might even want to include examples of how you've demonstrated this skill in previous roles, especially when managing client accounts or preparing documentation.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s straightforward, and you’ll be able to submit all your documents in one go. Plus, we love seeing applications come directly from our site!
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 duties of a Client Services Executive, especially around account opening and executing trades. 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 past roles that highlight your experience in client services or support. Think about times when you handled client queries or executed orders on portfolios. This will demonstrate your capability and how you can add value to their team.
✨Master the Tech
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 ready to discuss it. Showing that you're tech-savvy will give you an edge, especially since training will be provided for their specific systems.
✨Communicate Clearly
Since outstanding customer service and clear communication are crucial for this role, practice articulating your thoughts clearly. During the interview, listen carefully to questions and respond thoughtfully. This will reflect your ability to communicate effectively with clients.
