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- Tasks: Assist clients with account management, trading, and investment administration.
- Company: Prestigious Private Bank in Edinburgh with a top-performing team.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for growth in a reputable financial institution.
- Why this job: Join a dynamic team and make a real difference in client services.
- Qualifications: 2+ years in client services or support, strong MS Office skills.
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 Private Bank, within their Edinburgh office. The Client Services Executive will be dealing with client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration e.g. processing asset transfer and change of address requests; online access issues or questions.
The Client Services Executive will diligently monitor transfers of cash and assets to and from clients' accounts, 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 2 years+ experience in a similar Client Services or Client support role within an Investment Management company or Private Bank. Experience in client administration, ideally client payments and updating client records. Strong knowledge of MS Office Suite; CRM experience is advantageous however training will be provided. Can clearly understand and demonstrate giving outstanding customer service. Account Opening experience is beneficial.
Client Services Executive , Private Banking , Wealth Management in Edinburgh employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive , Private Banking , Wealth Management in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the private banking and wealth management sectors. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client services and investment administration. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, especially anything related to client administration or CRM systems. This will help you stand out and demonstrate your hands-on experience.
✨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 in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client services experience, especially in private banking or investment management, to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client services and how your background aligns with our needs. Don’t forget to mention any relevant experience with account opening and client administration.
Showcase Your Attention to Detail: In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We want to see that you can maintain high standards, just like we do at StudySmarter!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Stuff
Make sure you brush up on the specifics of private banking and wealth management. Understand the role of a Client Services Executive and be ready to discuss how your experience aligns with the responsibilities, like account opening and client administration.
✨Showcase Your Customer Service Skills
Prepare examples that highlight your outstanding customer service abilities. Think of situations where you resolved client queries or improved their experience, as this is crucial for the role.
✨Get Familiar with the Tools
Since the job involves using MS Office and possibly a CRM system, it’s a good idea to familiarise yourself with these tools. If you have experience with similar software, be ready to talk about it and how you used it to enhance client interactions.
✨Be Detail-Oriented
The role requires meticulous attention to detail, especially when handling client documentation and financial transactions. Prepare to discuss how you ensure accuracy in your work and any systems you use to keep track of details.