Client Services Executive

Client Services Executive Bristol About James Hambro & Partners

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service.

In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well‑established and like‑minded family‑run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not‑for‑profit organisations.

Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £8 billion of assets under management. Our head office is in Pall Mall London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.

Client Service Executive

Bristol

Service Delivery - Portfolio Management

Competitive with an excellent benefits package

JH&P is seeking a Client Services Executive (‘CSE’) to join our Portfolio Management Team in Bristol. JH&P was founded on a fundamentally different philosophy from other wealth managers: being prepared to go above and beyond. The CSE will play a pivotal role in ensuring the highest standard of service delivery for our clients, whilst supporting the operational efficiency of our front‑office, client‑facing teams.

The CSE role is expected to deliver an excellent, consistent client service by working closely and cohesively with the wider JH&P business, ensuring accurate, timely and proactive support for clients. The role supports the front‑office function across the business. The role strives for client service excellence, achieved through regular and proactive communication, effective coordination of activities, and prompt resolution of client queries.

• Act as a point of contact for clients and intermediaries, responding to queries and telephone calls, taking messages, and accurately recording notes on the client file/system.
• Liaising with clients and intermediaries to take instructions on the portfolio in respect of third‑party payments and the receipt of funds.
• Prepare meeting packs and presentation materials to support client meetings.
• Run quarterly client valuations and support client reporting requirements.
• Support client onboarding, including Know Your Client (KYC) checks and suitability processes.
• Coordinate with the Operations team during the transition of new clients to ensure all required information is received and accurately processed.
• Instruct client payments once verification checks have been completed and client identity confirmed.
• Ensure all client documentation is correctly prepared, completed, scanned, and filed in line with regulatory and internal requirements.
• Maintain accurate and up‑to‑date client verification records.
• Work closely with Risk & Compliance to ensure all activities carried out by portfolio managers and administration teams are compliant with regulatory guidelines.
• Liaise with the Client Data Assurance team to ensure client data is correctly loaded, maintained, and reviewed for accuracy.

A minimum of, or equivalent to three A Levels (or Highers) (grades A–C)

Level 3 IOC – Investment Operations Certificate (or interested in completing)

Ideally 2 years’ experience in a similar role

• Excellent written & verbal communication skills
• CRM system (i.e. Xplan) would be advantageous
• Organised, diligent, ensuring appropriate customer…