Client Service Executive

1 month ago


Edinburgh, United Kingdom Meraki Full time

Meraki Talent are currently looking to recruit an experienced Private Client Assistant/Administrator within a leading investment management business. This specific role will suit an individual who is eager to progress within the financial services space whilst forming strong relationships with clients and working alongside key business stakeholders.

Key Responsibilities,
- Develop and maintain relationships with a selection of the business’s clients and key business stakeholders, to deliver first class client outcomes.
- Responsible for the onboarding of new clients and processing of client queries ensuring key service agreements are met at all times.
- Oversee the end-to-end administration processes for your clients in line with operations models (account opening, onboarding, transfers, payments, valuations, ect ).
- Act as the first point of contact for your clients, acting as go to person for administration queries, including attending client meetings.

Knowledge Required,
- Previous experience working in a Financial Services organisation.
- Strong client facing experience.
- Experience working in Investment Operations or Private Client Administration
- Strong written and verbal communication skills.

Get in touch to find out more about this solid opportunity



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