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.
- Other info: Opportunity for career growth in a fast-paced financial services 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.
The predicted salary is between 39000 - 65000 £ per year.
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:
- 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
Client Services Executive , IAD , Private Banking in London 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive , IAD , Private Banking in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and banking sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Client Services Executive role!
✨Tip Number 2
Prepare for those 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. Show them you’re not just a fit on paper but also in practice!
✨Tip Number 3
Don’t forget to showcase your customer service skills! In your conversations, highlight how you’ve gone above and beyond for clients in previous roles. This is key for a position in private banking where client satisfaction is paramount.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that Client Services Executive role!
We think you need these skills to ace Client Services Executive , IAD , Private Banking in London
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 showcase your MS Office skills!
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. Mention specific experiences that relate to handling client queries and executing trades.
Showcase Your Customer Focus:We love candidates who put customers first! In your application, share examples of how you've gone above and beyond to provide outstanding service in previous roles.
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. We can’t wait to see what you bring to the table!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Client Services Inside Out
Make sure you brush up on your knowledge of client services, especially in the context of private banking. Understand the common queries clients might have and be ready to discuss how you've handled similar situations in the past.
✨Showcase Your Technical Skills
Since strong MS Office skills and CRM experience are key for this role, prepare to demonstrate your proficiency. Bring examples of how you've used these tools effectively in previous roles, and if possible, practice using them before the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think of specific scenarios where you successfully managed client queries or executed trades, and be ready to explain your thought process and the outcomes.
✨Highlight Your Customer-Focused Mindset
This role requires a strong service mindset, so be prepared to discuss how you prioritise client satisfaction. Share stories that illustrate your commitment to providing outstanding service and how you’ve gone above and beyond for clients in the past.
