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For Companies At a Glance
- Tasks: Be the go-to person for client queries and support Financial Planners with top-notch service.
- Company: Join a prestigious wealth management firm known for its excellence and client focus.
- Benefits: Enjoy a discretionary bonus, competitive pension, private medical insurance, and career growth opportunities.
- Why this job: Thrive in a fast-paced, collaborative environment while making a real impact in financial services.
- Qualifications: Experience in client support or wealth management, strong admin skills, and great communication are key.
- Other info: CII qualifications and DFM knowledge are a plus but not essential.
The predicted salary is between 36000 - 60000 £ per year.
Meraki Talent are working with a prestigious and highly respected wealth management firm to appoint a Client Services Executive. This is an excellent opportunity for a detail-oriented and client-focused individual who thrives in a fast-paced, collaborative environment and is keen to develop within the financial services sector.
Key Responsibilities
- Act as a first point of contact for client queries, supporting Financial Planners with high-quality service
- Prepare financial advice documentation across investments, pensions, and estate planning
- Schedule and manage annual client reviews and follow-up actions
- Maintain accurate client records in line with MiFID II and internal compliance standards
- Process new business applications and liaise with Investment Managers and providers
- Support team communications, assist with ad hoc projects, and provide cover across offices as needed
Background & Experience
- Experience in a similar client support or wealth management role
- Strong administrative skills and knowledge of financial services processes
- Excellent communication, organisation, and attention to detail
- Confident using Microsoft Office, particularly Word and Excel
- CII qualifications and DFM knowledge are beneficial but not essential
Benefits
- Discretionary bonus scheme
- Competitive pension contributions
- Private medical insurance
- Opportunities for career progression and professional development
- Friendly and collaborative working environment
Client Services Executive employer: Meraki Talent
Contact Detail:
Meraki Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive
✨Tip Number 1
Familiarise yourself with the financial services sector, especially wealth management. Understanding key concepts like investments, pensions, and estate planning will help you engage more effectively during interviews.
✨Tip Number 2
Brush up on your administrative skills, particularly in using Microsoft Office tools like Word and Excel. Being proficient in these applications is crucial for managing client records and preparing documentation.
✨Tip Number 3
Practice your communication skills, as you'll be the first point of contact for clients. Role-playing scenarios can help you feel more confident in handling client queries and providing high-quality service.
✨Tip Number 4
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights or even referrals for the Client Services Executive role.
We think you need these skills to ace Client Services Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client support or wealth management. Emphasise your administrative skills and any specific knowledge of financial services processes that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your attention to detail and client-focused approach. Mention your enthusiasm for the financial services sector and how you thrive in fast-paced environments, as these are key attributes for the role.
Highlight Relevant Skills: In your application, specifically mention your proficiency in Microsoft Office, particularly Word and Excel. If you have any CII qualifications or DFM knowledge, be sure to include these as they can set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Client Services Executive role.
How to prepare for a job interview at Meraki Talent
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services processes, especially those related to investments, pensions, and estate planning. Being able to discuss these topics confidently will show your understanding of the role and impress the interviewers.
✨Demonstrate Your Client-Focused Approach
Prepare examples from your past experiences where you provided exceptional client service. Highlight how you handled queries and supported clients, as this role is all about being the first point of contact for client needs.
✨Showcase Your Administrative Skills
Be ready to discuss your organisational skills and attention to detail. You might be asked about how you maintain accurate records or manage multiple tasks, so have specific examples in mind that demonstrate your capabilities.
✨Familiarise Yourself with Compliance Standards
Understanding MiFID II and internal compliance standards is crucial for this role. Make sure you can explain what these standards entail and how they impact client interactions and documentation processes.
