Client Services Executive

Client Services Executive – 2 Permanent Opportunities | London | Hybrid

We’re recruiting for two permanent Client Services Executive positions within a London-based wealth and investment management business.

These are excellent opportunities for someone who enjoys working with people, has strong attention to detail and wants to develop a career within financial services.

We’re open to candidates at different stages of their career, including straight graduates who can demonstrate the right attitude, communication skills and willingness to learn.

As a Client Services Executive, you’ll play an important role in delivering a high-quality service to private clients and intermediaries, while providing essential support to client-facing teams.

You’ll be involved in a broad range of client and operational activity, including:

• Acting as a key point of contact for clients and intermediaries
• Responding to client queries and handling instructions accurately and professionally
• Supporting client onboarding, including KYC and suitability processes
• Preparing meeting packs and client presentation materials
• Producing quarterly client valuations and supporting reporting requirements
• Coordinating with Operations, Risk & Compliance and other internal teams
• Processing client payments following appropriate verification checks
• Maintaining accurate client records and documentation
• Supporting the smooth transition of new clients into the business
• Providing general administrative and office support where required

You’ll need excellent written and verbal communication skills, strong organisational ability and a high level of attention to detail.

Previous office experience would be beneficial, and experience within financial services, wealth management or an IFA environment would be an advantage —
but it isn’t essential
.

We’re also happy to consider recent graduates who have the potential, professionalism and enthusiasm to develop within the role.

You’ll ideally be someone who:

• Takes ownership and follows tasks through to completion
• Can manage competing priorities and deadlines
• Is naturally proactive and client-focused
• Enjoys learning and developing new skills
• Has a strong eye for detail and accuracy
• Is confident asking questions and seeking clarification when needed
• Looks for ways to improve processes and the client experience

An IOC Investment Operations Certificate (Level
3) or willingness to work towards this would be advantageous.

If you’re looking for a role where you can build strong financial services experience, develop your client management skills and work alongside experienced professionals, we’d be interested in hearing from you.