Client Services Executive

Client Services Executive, Investment Management £35,000 - £40,000 + bonus + benefits (Hybrid 3/2) 22851 Are you a client-focused Administrator, with 1-2 years’ experience in client administration in financial services? Are you highly organised and a strong communicator? You’ll be building relationships with your boss and supporting a portfolio of private clients – so you must enjoy delivering a seamless service. Do you want to be valued? Use your initiative? Take ownership of the administration and organisation? If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team. What you’ll be doing day to day: Client Onboarding Supporting clients and intermediaries throughout the full onboarding lifecycle Preparing and managing account opening documentation Assisting clients with documentation completion and advising on Source of Wealth and KYC requirements Monitoring account opening progress and providing regular updates to clients and client owners Liaising with external service providers, including third-party custodians, pension providers Coordinating the transfer of new assets into client accounts Completing simple tax forms as needed Ensuring all account opening packs are compliant and up to date Client Administration & Servicing Processing a wide range of client requests - withdrawals, new account setups, ISA subscriptions, asset transfers and account closures Responding to ad-hoc client and adviser queries Producing client meeting reports using Excel and PowerPoint Managing the setup and distribution of quarterly valuation letters Initiating and following processes through to completion Requesting and processing documentary evidence for changes in client circumstances Maintaining accurate and compliant client records within the CRM Ensuring key documents are current and compliant, including ATRs, Fact Finds and DMAs Client Executive Team Administration Managing diaries, inboxes, organising travel and events The skills you need to bring: 1-2 years’ experience in financial services client administration Confidentiality and discretion when handling sensitive information Ability to prioritise competing deadlines Exceptional written and verbal communication skills Strong organisational skills and attention to detail Strong MS Office A proactive and solutions-focused approach Adaptability and flexibility in a fast-paced, client-driven environment