Client Service Executive

  • Location:

    London, England

  • Sector:

    Asset Management

  • Job type:


  • Salary:


  • Contact:

    Jessica Swindon

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


My client, a large UK Wealth Manager, is going through a strategic growth phase which has created an opportunity for an additional Client Service Executive to join the Investment Management team.

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.