At a Glance
- Tasks: Liaise with clients, manage investments, and ensure smooth fund processing.
- Company: Join a top-performing Wealth Management team in the UK.
- Benefits: Competitive salary and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on client satisfaction.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong customer service skills and attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
JJ SEARCH LIMITED is recruiting a Client Services Executive to join a top-performing Wealth Management team in the UK.
You will liaise with clients and intermediaries to take instructions on investments, manage third-party payments, and ensure accurate fund processing.
Responsibilities include opening accounts, portfolio support, payments, asset transfers, address changes, and CRM data entry, with a strong focus on delivering outstanding customer service.
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Wealth Management Client Services Lead employer: JJ SEARCH LIMITED
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