Job Description
Join a Dynamic Financial Planning Team
Role: Client Service Executive
Industry: Wealth Management
Salary: £30,000-£35,000
Location: Manchester
Type: Permanent
Reference: 9713
We’re looking for a proactive and organised Client Service Executive to join a large Wealth Management firm in their Manchester office. This is a fantastic opportunity to join a well-established investment team in a client-focused role offering long-term career progression and development.
About The RoleAs a Client Service Executive, you’ll be the first point of contact for client enquiries, managing all aspects of client administration and lifecycle processes. You’ll work closely with Investment Managers and internal teams to deliver a seamless and high-quality experience to private clients.
Key Responsibilities
* Manage the full client administration lifecycle, from onboarding and account opening to payments, transfers, and account updates
* Act as a key liaison between clients, investment teams, and operations, ensuring efficient communication
* Support the collection of financial and regulatory information for client suitability reviews
* Prepare client summaries, welcome packs, and assist with quarterly valuations
* Attend client meetings as needed to provide administrative support
What We’re Looking For
* Experience in a similar client administration or client service role within financial services
* Familiarity with investment products and regulatory requirements
* Excellent organisational and communication skills
* Strong Excel and CRM system knowledge
* A proactive team player who enjoys working in a collaborative environment
* A-C grades (or equivalent) in GCSE Maths and English
* Client-facing or line management experience is a plus
Benefits
* Salary between £30,000-£35,000 depending on experience
* Permanent, full-time position based in central Manchester
* A professional, supportive team culture and real progression potential
Interested? Apply today to find out more.
This is an excellent opportunity for someone looking to kick-start their career in client account management within the financial services sector. If you are eager to develop your skills and contribute to a supportive, dynamic team, we encourage you to apply!
To apply, please send across your CV
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Manchester on a Client Services Administrator role.
Our commitment to you
* Start every journey with a conversation to find out about you in depth.
* Provide honest feedback on where you fit in the jobs market.
* Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
* Take a holistic mindfulness approach - career happiness is rarely just about the money.
* Cover the whole of the UK with a local touch through our regional teams.
* Never pester you.