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- Tasks: Assist clients with account management, trading, and investment queries in a prestigious private bank.
- Company: Join a top-performing team at a highly respected Private Bank in Edinburgh.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for training in CRM systems and excellent career progression.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: 2+ years in client services or support within investment management; 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.
Client Services Executive, Private Banking, Wealth Management in Edinburgh employer: JJ Search
Contact Detail:
JJ Search 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 or even a referral that could get your foot in the door.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and investment administration. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your customer service skills! During interviews, share specific examples of how you've gone above and beyond for clients. This will demonstrate your commitment to outstanding service, which is key for a Client Services Executive.
✨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 and engaged with our brand.
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 is tailored to the Client Services Executive role. Highlight your experience in client administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private banking and how your background makes you a perfect fit for us. Don’t forget to mention your customer service skills – they’re key for this role!
Showcase Your Attention to Detail: In this role, attention to detail is crucial. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
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 directly, and you’ll be one step closer to joining our top-performing team in Edinburgh!
How to prepare for a job interview at JJ Search
✨Know Your Stuff
Make sure you brush up on the specifics of private banking and wealth management. Understand the common client queries and processes like account opening, trading, and payments. This will show that you're not just interested in the role but also knowledgeable about it.
✨Showcase Your Customer Service Skills
Prepare examples from your past experience where you provided outstanding customer service. Think about how you handled difficult situations or went above and beyond for a client. This is crucial for a Client Services Executive role!
✨Get Familiar with CRM Systems
Even if you haven't used their specific CRM system, having a solid understanding of how CRM systems work will give you an edge. Be ready to discuss your experience with data input and client record management, as this is a key part of the job.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, company culture, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.