Client Service Executive

My client, a large UK Wealth Manager, is hiring for an additional Client Service Executive to join the Investment Management team in their Bristol office.

The CSE role sits between operations and the Investment Managers/Directors managing all client administration processes.

Your key responsibilities as a Client Service Executive will include:

- First point of contact for all client queries

- Building relationships with clients over email, phone and attending meetings when required

- End to end management of account opening, on-boarding and transfer processes, liaising with operations teams were appropriate.

- Processing client payments and account amendments, liaising with operations teams

- Support quarterly portfolio valuation processes.

- Maintenance of CRM

- Developing and maintaining relationships with internal and external stakeholders

The key requirements as a Client Service Executive will include:

- Experience working in a similar role within Investments/Wealth Management

- Experience managing end-to-end administration processes

- Knowledge of the Investment/Wealth Management regulatory environment in the UK

- The ability to type well (high volume)

Due to COVID-19, all staff have been working from home and will continue to do so for the foreseeable future. You will initially be working remotely and there has been an excellent on-boarding process created which has been successful for new starters since March. Growth plans have not changed for my clients as a result of COVID-19 and they have had over 40+ offers since lock down was announced for various roles across the business - this shows their commitment.

If you are interested in this position and have the relevant skills/work experience please apply to this advert or email


To stay safe in your job search we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organisation working to combat job scams. Visit the SAFERjobs website for information on common scams and to get free, expert advice for a safer job search.