Client Services Executive
Job Description
Supporting a portfolio of high-net-worth private clients, this role offers the opportunity to develop a career within private banking and wealth management. Working closely with Relationship Managers, you’ll play a key role in delivering exceptional client service while supporting a broad range of banking and investment activities.
Duties for this role include, but are not limited to:
- Supporting Relationship Managers with the day to day management of client portfolios.
- Managing client enquiries via telephone and email.
- Assisting with client onboarding, account opening and documentation reviews.
- Supporting KYC, CDD and risk assessment processes.
- Processing payments, foreign exchange transactions, securities trades and fixed deposits.
- Managing post transaction reviews and transaction monitoring activities.
- Supporting ongoing AML and documentation reviews.
- Assisting with corporate actions, valuation reporting and account maintenance.
- Liaising with internal stakeholders to ensure efficient client servicing.
- Supporting ad hoc projects and operational initiatives.
Skills / Qualifications
The ideal candidate will have previous experience within banking, wealth management or financial services and demonstrate strong client service, organisational and communication skills. A regulatory approved Level 4 qualification would be advantageous, although candidates willing to study towards one will also be considered. Strong attention to detail, analytical skills and a proactive approach are essential. This role offers excellent progression opportunities for individuals interested in developing a long term career within Relationship Management.
