The Role:
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Wealth Management firm based in Bristol.
The Client Services Executive will be dealing with client queries including day to day account opening, trading on portfolios, payments, general investment administration e.g. processing asset transfers / cash transfers.
The Client Services Executive will diligently monitor transfers of cash and assets to and from clients accounts; taking trade orders on portfolios and executing the trades.
Recording all money movements on a daily basis and reporting weekly funds.
The Client Services Executive will assemble all necessary documentation for Client Meetings, not limited to presentations/meeting materials/review documentation and confidential information;
Preparing new and maintaining existing private client files, including scanning and filing client documents, maintaining these to the companys standards and ensuring they are compliant.
Data-inputting in the CRM system ensuring information is correct and entered properly.
The Candidate:
Possess a minimum of 1-3 years' experience, in a similar Client Services or Client support within an Investment Management company or Private Bank.
Ideally experience in client account opening and executing client orders on portfolios.
Ideally IAD - or interested to work towards
Strong knowledge of MS Office Suite;
CRM system experience.
Can clearly understand and demonstrate giving outstanding customer service
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