Client Services

2 days left

Recruiter
PB Recruitment Consultants Ltd
Location
London
Salary
28000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

Client Service Executive required by a leading Wealth Manager based in London.

Duties include:

Providing middle to front office support service.

Responsible for managing client accounts, from onboarding and opening accounts to ongoing maintenance and service, liaising with platform providers and working with Investment Advisers.

Processing asset transfers, responsible for opening new accounts and ensuring all supporting documentation is compliant

Assisting clients with preparation of paperwork; ensuring all required information is sent and returned accurately and in a timely manner

Building and maintaining effective working relationships with clients and colleagues

You will come from a private banking / wealth management background within a client support focussed role and be comfortable liaising with advisers and clients at all levels.