Wealth Administrator

Meraki Talent is recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow.

As part of an established team, you will be the first point of contact for client enquiries, providing first‑class client service and ensuring compliance with internal policies, procedures and regulatory frameworks.

• First point of contact for clients, providing life‑cycle advice
• Providing administration experience relating to financial products
• Ensuring client queries are responded to within strict timescales
• Ensuring onboarding, transfers and payments are completed by the middle office function
• Gathering and reporting data for client review meetings
• Ensuring client administration is completed to set SLA’s and Investment Managers are kept up to date on the progress
• Gathering data for suitability reviews

Applicants should come from a Financial Services background, in particular Investment or Wealth Management, and have a proven track record in managing the client administration process. You must be able to build and retain relationships with Investment Managers and other third parties, ensuring a first‑class client service.

This is a permanent opportunity that adopts a hybrid approach to working, providing added flexibility.