JJ SEARCH LIMITED is seeking a Senior Client Services Executive to join a top Relationship Management team for a prestigious Private Bank in Greater London. You will handle client queries across account opening, trading, payments and lending, and investment administration with a focus on accuracy and compliance.
You will monitor cash and asset transfers, assemble meeting materials, maintain private client files, and ensure CRM data integrity while delivering outstanding customer service.
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Senior Private Banking Client Services Specialist 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.
