Get AI-powered advice on this job and more exclusive features.
Aretian Wealth Management is a team of experienced independent financial advisers dedicated to providing Financial Planning lead personalised wealth management services. The firm's unique approach genuinely integrates and is led by financial planning to help clients achieve their financial goals.
Our comprehensive approach to financial planning encompasses all aspects of a client’s financial life. We utilise financial planning software and investment management tools which ensures our clients receive the most up-to-date information and efficient service. We place a strong emphasis on educating clients about their financial options and strategies, ensuring they are knowledgeable and confident in their decisions.
Our client-focused approach, combined with a commitment to transparency and integrity, establishes us as a trusted partner in financial planning.
About the job
We are seeking an experienced and client-focused Senior Client Services Executive to lead and enhance our client service function. This full-time role is ideal for a motivated leader who thrives in a collaborative environment and is passionate about delivering exceptional customer service and client experiences.
Key Responsibilities
* Oversee daily client service operations, ensuring compliance and adherence to company standards.
* Develop strategies to strengthen client relationships and improve communication, efficiency and satisfaction.
* Collaborate with advisers and management to optimise investment propositions, service workflows and IT systems.
* Ensure accurate record-keeping and maintenance of Intelligent Office.
* Handle technical queries, produce suitability reports and ensure their accuracy.
* Monitor team risks and errors, implementing corrective actions.
* Provide training programs to keep the team updated on processes and regulations.
* Conduct performance reviews, offer coaching and support professional development.
* Track performance metrics and provide insights to senior management.
Qualifications, Skills & Personal Attributes
* Proven leadership experience in client service within financial services.
* In-depth understanding of financial services regulations, compliance and industry standards.
* Strong communication and interpersonal skills with a client-focused approach.
* Excellent organisational abilities, with a talent for prioritising and managing multiple projects.
* Skilled in process optimisation and establishing performance metrics.
* Experience in writing suitability reports is preferred, but not essential, as in-house training will be provided.
* Proficient in Intelligent Office and the Microsoft Office Suite, with experience in management information and reporting.
* Strong problem-solving abilities with a proactive, solution-oriented mindset.
* Adaptable and responsive to evolving client needs in a fast-paced environment.
* Collaborative team player who fosters positive relationships.
* Committed to delivering exceptional, integrity-driven client service.
* Competitive salary and benefits package, including Medi-cash.
* Primarily office-based role with flexibility when needed.
* Opportunities for continuous professional development and growth within the company.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Referrals increase your chances of interviewing at Aretian Wealth Management Limited by 2x
Get notified about new Senior Executive Client Servicing jobs in London, England, United Kingdom.
Greater London, England, United Kingdom 1 week ago
Greater London, England, United Kingdom 1 week ago
London, England, United Kingdom 4 days ago
London, England, United Kingdom 3 weeks ago
London, England, United Kingdom 1 day ago
CRM & Client Events Manager - Maternity Leave Cover
London, England, United Kingdom 1 week ago
City Of London, England, United Kingdom £70,000.00-£70,000.00 3 weeks ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 3 weeks ago
London, England, United Kingdom 2 days ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 3 weeks ago
Goldman Sachs Asset & Wealth Management - CCG Client Relationship Manager- Vice President - London
London, England, United Kingdom 1 week ago
London, England, United Kingdom 3 days ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 2 weeks ago
Client Relations Director + VIP Manager - Luxury Travel Specialists
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 1 month ago
London, England, United Kingdom 2 days ago
Senior Manager of Client Strategy - EMEA
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 1 month ago
Digital Manager- Luxury Automotive Client
Greater London, England, United Kingdom 1 week ago
Commercial Property Asset Manager - Client Side
Commercial Property Manager - Client Side Retail & Mixed Use
London Area, United Kingdom £45,000.00-£55,000.00 3 hours ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr