At a Glance
- Tasks: Support high-quality client servicing in a dynamic financial wealth management environment.
- Company: Join a leading financial services firm with a focus on client satisfaction.
- Benefits: Competitive salary, hybrid working model, and opportunities for professional growth.
- Other info: Enjoy a collaborative culture with a focus on compliance and client care.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in office support, ideally in financial services, with strong CRM skills.
The predicted salary is between 35000 - 35000 € per year.
Salary: £35,000 per annum
Location: Knightsbridge
Permanent | Hybrid (2 days office, 3 home)
Purpose: To support high‑quality client servicing across a Financial Wealth Management Practice, ensuring a seamless adviser–client experience, strong regulatory adherence and efficient daily operations.
Key Responsibilities
- Client Servicing & Workflow Management
- Manage annual review workflows: open/close advice records, track adviser actions and upload documentation accurately.
- Ensure annual review letters are completed via Pano within required timeframes and meet Consumer Duty standards.
- Maintain accurate Salesforce records including meeting outcomes, client notes, tasks and value‑of‑advice updates.
- Oversee client meeting booking processes and ensure client engagement procedures are followed for overdue reviews.
- Compliance & Suitability
- Track Interim Suitability Reports on Salesforce and support advisers with required follow‑ups.
- Conduct monthly checks on open advice records, ensuring closures are timely and within regulatory cycles.
- Ongoing Client Care
- Support advisers in preparing and sending regulated review letters.
- Manage client segmentation and ensure service levels match segment criteria.
- Log all client communication and ensure wealth account updates are issued on schedule.
- Client Onboarding & Prospect Management
- Follow onboarding standards: CFR completion, meeting setup, segmentation and campaign assignments.
- Run monthly prospect checks, ensuring timely follow‑ups, accurate Salesforce updates and reporting information.
- Marketing & Feedback
- Support Salesforce marketing campaigns.
- Collect and record client feedback post‑review or post‑business.
- Monitor Partner Quality Scores and support actions to meet annual targets.
- General Compliance
- Take responsibility for personal compliance and due diligence.
Person Specification
- Experience in office support, ideally within financial services.
- Familiarity with regulation and legislation (desirable).
- Confident user of CRM systems, especially Salesforce.
- Strong client service skills with excellent telephone and written communication.
- Highly organised with strong attention to detail and ability to multitask.
- Proficient in Microsoft Office suite.
- Calm under pressure, collaborative and solutions‑focused.
- Positive, adaptable and proactive.
Senior Client Support Executive employer: Virtual Hire Staffing
As a Senior Client Support Executive in our Knightsbridge office, you will thrive in a dynamic and supportive work environment that prioritises client satisfaction and regulatory compliance. We offer a hybrid working model, competitive salary, and opportunities for professional growth within the financial services sector, all while being part of a collaborative team that values your contributions and fosters a culture of excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Support Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Senior Client Support Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client servicing and compliance. We recommend doing mock interviews with friends or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your Salesforce skills! If you’ve got experience with CRM systems, make sure to highlight that in conversations. Being able to demonstrate your proficiency can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Client Support Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Client Support Executive. Highlight your experience in client servicing and workflow management, especially if you've worked with Salesforce or in financial services before.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your strong client service skills and how you can contribute to a seamless adviser-client experience. Don't forget to mention your attention to detail and ability to multitask!
Showcase Relevant Experience:When filling out your application, be specific about your past roles. If you've managed compliance or client onboarding processes, let us know! We love seeing how your background aligns with our needs.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Virtual Hire Staffing
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and regulations. Familiarise yourself with Salesforce, as it’s a key tool for the role. Being able to discuss how you've used similar systems in the past will show you're ready to hit the ground running.
✨Showcase Your Client Service Skills
Prepare examples that highlight your strong client service skills. Think about times when you’ve gone above and beyond for a client or resolved a tricky situation. This will demonstrate your ability to maintain high-quality client servicing, which is crucial for this role.
✨Be Organised and Detail-Oriented
Since the role requires managing workflows and maintaining accurate records, come prepared to discuss how you stay organised. Share specific strategies or tools you use to keep track of tasks and ensure nothing slips through the cracks.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company culture, or how success is measured in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.
