2 days left
- Full Time
Client Service Executive required by a leading Wealth Manager based in London.
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.