Private Banking Client Services Specialist
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-08-28
Listing for:
JJ SEARCH LIMITED
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service, Private Banking
Job Description & How to Apply Below
JJ SEARCH LIMITED is seeking a Client Services Executive within our private banking client services team in London. The role focuses on handling client queries, day-to-day account opening, portfolio trading, payments, lending, and general investment administration.
You will monitor cash and asset transfers, document movements, and prepare materials for client meetings. You will also maintain private client files and input data into the CRM with accuracy, contributing to top-tier service.
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