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For Companies At a Glance
- Tasks: Be the go-to person for client queries and manage their journey with us.
- Company: Join a leading Wealth Management firm in Manchester, focused on client success.
- Benefits: Enjoy a competitive salary, full-time hours, and a supportive team culture.
- Why this job: Kick-start your career in finance with real growth opportunities and a dynamic environment.
- Qualifications: Experience in client service, strong communication skills, and A-C grades in Maths and English.
- Other info: Perfect for those eager to learn and thrive in a collaborative setting.
The predicted salary is between 30000 - 35000 £ per year.
We’re looking for a proactive and organised Client Service Executive to join a large Wealth Management firm in their Manchester office. This is a fantastic opportunity to join a well-established investment team in a client-focused role offering long-term career progression and development.
About The Role
As a Client Service Executive, you’ll be the first point of contact for client enquiries, managing all aspects of client administration and lifecycle processes. You’ll work closely with Investment Managers and internal teams to deliver a seamless and high-quality experience to private clients.
Key Responsibilities
- Manage the full client administration lifecycle, from onboarding and account opening to payments, transfers, and account updates
- Act as a key liaison between clients, investment teams, and operations, ensuring efficient communication
- Support the collection of financial and regulatory information for client suitability reviews
- Prepare client summaries, welcome packs, and assist with quarterly valuations
- Attend client meetings as needed to provide administrative support
What We’re Looking For
- Experience in a similar client administration or client service role within financial services
- Familiarity with investment products and regulatory requirements
- Excellent organisational and communication skills
- Strong Excel and CRM system knowledge
- A proactive team player who enjoys working in a collaborative environment
- A-C grades (or equivalent) in GCSE Maths and English
- Client-facing or line management experience is a plus
Benefits
- Salary between £30,000-£35,000 depending on experience
- Permanent, full-time position based in central Manchester
- A professional, supportive team culture and real progression potential
This is an excellent opportunity for someone looking to kick-start their career in client account management within the financial services sector. If you are eager to develop your skills and contribute to a supportive, dynamic team, we encourage you to apply!
To apply, please send across your CV.
Client Service Executive employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive
✨Tip Number 1
Familiarise yourself with the wealth management industry and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those working in client service roles. Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common client service scenarios. Think about how you would handle difficult clients or manage multiple tasks simultaneously, as these are key aspects of the role.
✨Tip Number 4
Showcase your organisational skills by discussing any relevant tools or systems you've used in previous roles. Being familiar with CRM systems and Excel can set you apart from other candidates.
We think you need these skills to ace Client Service Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client administration or service roles, particularly within financial services. Emphasise your familiarity with investment products and regulatory requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational and communication skills. Mention specific examples of how you've successfully managed client relationships or administrative tasks in the past.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Excel and CRM systems. If you have any client-facing or line management experience, be sure to include that as well.
Show Enthusiasm for the Role: Express your eagerness to join a dynamic team and contribute to client account management. Highlight your desire for long-term career progression and development within the wealth management sector.
How to prepare for a job interview at Recruit UK
✨Know Your Client Service Fundamentals
Make sure you understand the key responsibilities of a Client Service Executive. Familiarise yourself with client administration processes, as well as the importance of effective communication between clients and investment teams.
✨Showcase Your Financial Knowledge
Demonstrate your familiarity with investment products and regulatory requirements during the interview. This will show that you are prepared for the role and can handle client inquiries confidently.
✨Highlight Your Organisational Skills
Be ready to discuss examples of how you've managed multiple tasks or projects in previous roles. Strong organisational skills are crucial for managing the full client administration lifecycle effectively.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and opportunities for progression. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
