Client Executive Team Lead, Wealth Management £60,000 benefits 22806 Are you an experienced Client Executive in wealth management/financial services with a track record of delivering a seamless onboarding experience? Are you detail orientated with stakeholder and team management capabilities? Would you enjoy a role that combines hands-on client servicing with team leadership, ensuring high standards across client interactions and operational processes? A leading investment firm is seeking an experienced Client Executive Team Lead to oversee a dedicated portfolio of private clients while driving operational excellence and team performance. What you’ll be doing: Managing end-to-end onboarding, including account opening, KYC and Source of Wealth requirements Liaising with third-party providers (custodians, pension providers, etc.) Coordinating asset transfers and credit documentation Ensuring all onboarding documentation is compliant and up to date Overseeing client requests such as withdrawals, ISA subscriptions, transfers, and account changes Responding to client and adviser queries with accuracy and efficiency Producing client reporting materials and maintaining CRM records Supporting annual suitability reviews and ongoing compliance requirements Leading and developing a team of Client Executives Acting as escalation point for operational challenges Monitoring team performance, capacity and service delivery metrics Providing coaching, training and career development support Collaborating with senior leadership to integrate and optimise client service functions Driving efficiency improvements across workflows and processes Supporting business projects and system enhancements Maintaining high standards of documentation, compliance and client communication The skills you need to bring: Proven experience in private client servicing or wealth management Strong leadership and team management capabilities Excellent organisational and stakeholder management skills Advanced MS Office Excellent relationship builder Approachable manner Commitment to delivering exceptional client outcomes