At a Glance
- Tasks: Support clients with account management, trading, and investment administration.
- Company: Join a 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 in a supportive and collaborative atmosphere.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 1-3 years in client services, strong customer service skills, and MS Office proficiency.
The predicted salary is between 30000 - 40000 € per year.
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Wealth Management firm. The Client Services Executive will be dealing with client queries including day to day account opening, trading on portfolios, payments, general investment administration e.g. processing asset transfers / cash transfers.
The Client Services Executive 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 1-3 years' experience, in a similar Client Services or Client support within an Investment Management company or Private Bank.
- Ideally experience in client account opening and executing client orders on portfolios.
- Ideally IOC / IAD - or interested to work towards.
- Strong knowledge of MS Office Suite; CRM system experience - ideally Avaloq or something similar.
- Can clearly understand and demonstrate giving outstanding customer service.
Client Services Executive , Investment Support , Investment Administration , Wealth Management [...] in London employer: JJ SEARCH LIMITED
Join a prestigious Wealth Management firm that values excellence and client satisfaction, where the Client Services Executive role offers a dynamic work environment and the opportunity to be part of a top-performing Relationship Management team. With a strong focus on employee growth, you will benefit from ongoing training and development, while enjoying a collaborative culture that prioritises outstanding customer service and compliance. Located in a vibrant area, this position not only provides meaningful work but also the chance to thrive in a supportive and innovative atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive , Investment Support , Investment Administration , Wealth Management [...] in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for a Client Services Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of investment administration and client services. Be ready to discuss your experience with account opening and executing trades, as well as how you handle client queries. Show them you’re the perfect fit!
✨Tip Number 3
Don’t forget to showcase your customer service skills! During interviews, share specific examples of how you've gone above and beyond for clients in the past. This will demonstrate that you understand the importance of outstanding service in wealth management.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates all in one place.
We think you need these skills to ace Client Services Executive , Investment Support , Investment Administration , Wealth Management [...] 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 mention any relevant qualifications like IOC or IAD.
Showcase Your Skills:We want to see your skills in action! Be sure to include examples of how you've provided outstanding customer service in previous roles, especially in handling client queries and account management.
Be Detail-Oriented:Attention to detail is key in this role. When filling out your application, double-check for any errors and ensure that all information is accurate, especially when it comes to your experience with CRM systems and MS Office.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of investment administration and client services. Familiarise yourself with common queries related to account opening, trading, and asset transfers. This will help you answer questions confidently and show that you're ready to hit the ground running.
✨Showcase Your Customer Service Skills
Since outstanding customer service is key for this role, prepare examples from your past experience where you've gone above and beyond for clients. Think about specific situations where you resolved issues or improved client satisfaction, and be ready to share these stories during the interview.
✨Get Comfortable with Tech
As the role involves data inputting in a CRM system, make sure you're familiar with relevant software like Avaloq or similar systems. If you have experience with MS Office Suite, be prepared to discuss how you've used it effectively in previous roles, especially for reporting and documentation.
✨Prepare for Client Meeting Scenarios
Since you'll be assembling documentation for client meetings, think about how you would approach this task. Prepare to discuss how you would organise materials, ensure compliance, and maintain client files. This shows that you understand the importance of attention to detail in this role.
