JJ SEARCH LIMITED
Client Services Executive , Private Banking , Wealth Management Support
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
The Role:
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank.
The Client Services Executive will be dealing with client queries including day to day account opening, trading on portfolios, payments and lending, and general investment administration e.g. processing asset transfer and change of address requests; online access issues or questions.
The Client Services Executive will diligently monitor transfers of cash and assets to and from client’s accounts; recording all money movements on a daily basis and reporting weekly funds;
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Client Services Executive will assemble all necessary documentation for Client Meetings, not limited to presentations/meeting materials/review documentation and confidential information;
- Preparing new and maintaining existing private client files, including scanning and filing client documents, maintaining these to the company’s standards and ensuring they are compliant;
- Data-inputting in the CRM system ensuring information is correct and entered properly;
The Candidate:
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Possess a minimum of 2 years + experience, in a similar Client Services or Client support within an Investment Management company or Private Bank.
- Willingness to complete the IAD if not already achieved.
- Experience in client administration, ideally client payments and updating client records.
- Strong knowledge of MS Office Suite;
- CRM experience is advantageous however training will be provided.
- Can clearly understand and demonstrate giving outstanding customer service
- Account Opening experience - beneficial
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location