The Role:
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank - within their Edinburgh office.
The Client Services Executive will be dealing with client queries including day to day account opening, trading on portfolios, payments and lending, and general investment administration e.g. processing asset transfer and change of address requests; online access issues or questions.
The Client Services Executive will diligently monitor transfers of cash and assets to and from client’s accounts; 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 company’s 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 2 years + experience, in a similar Client Services or Client support within an Investment Management company or Private Bank.
Experience in client administration, ideally client payments and updating client records.
Strong knowledge of MS Office Suite;
CRM experience is advantageous however training will be provided.
Can clearly understand and demonstrate giving outstanding customer service
Account Opening experience - beneficial