Client Service Executive in London

The Client Services Executive is an integral part of the Wealth Management support function, helping to deliver a seamless, high-quality experience for both new and existing clients. The role supports Wealth Managers by maintaining high operational standards, ensuring commitments are fulfilled promptly and efficiently, and adhering to financial services regulatory standards and internal processes. The Client Services Executive contributes to the smooth running of the team by combining excellent client service, accurate administration, and strong attention to detail.

Client Relationship Management and Service Delivery

• Assisting Wealth Managers with diary management, meeting preparation, and general administrative support.
• Providing technical support to the wealth managers, including compiling meeting summaries and cash flow projections.
• Building and maintaining excellent client relationships, ensuring communications are clear, accurate, and appropriately documented.
• Attending client meetings with Wealth Managers as required, providing administrative support and accurately recording client data, actions, and next steps.
• Managing client communications and documentation, and handling client non-advice queries.
• Supporting telephone responsibilities and front-line client communications where required.
• Supporting the use of client-facing tools and platforms, including the IQ Wealth App.
• Proactively delivering consistent, positive client experiences and ensuring timely completion of client and internal commitments.

Client Onboarding and Ongoing Administration

• Onboarding new clients and supporting high client engagement throughout the onboarding process.
• Managing electronic confidential records and correspondence, ensuring all information is stored securely and in line with internal policies.
• Accurately recording and maintaining client data across all business systems, ensuring completeness and auditability.

Operational Support, Management Information and Business Support

• Tracking and reporting on key metrics such as client meetings and time allocation.
• Working collaboratively with colleagues to exceed customer service expectations.
• Supporting other duties as required to meet company and team objectives including investment administration.

Regulatory and Process Support

• Ensuring work is completed in line with financial services regulatory standards and company procedures.
• Maintaining a high level of professionalism, confidentiality, and care in all client interactions and record-keeping.

Role Requirements

• High attention to detail and accuracy, particularly in client documentation and record keeping.
• Strong organisational skills and ability to manage competing priorities effectively.
• Excellent verbal and written communication skills.
• Professional, client-centric approach with the ability to build trust and maintain strong relationships.
• Teamwork mindset and willingness to support colleagues as required.

Equal Opportunities

We provide a diverse and inclusive workplace and ensure that all our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, race, religion or belief, sex or sexual orientation.