Client Service Executive

2 weeks ago


London, United Kingdom Page Personnel Full time

Client Services role within one of the UKs leading wealth managers
- Provide custom support for a wide range of clients

**About Our Client**:
A leading UK provider of wealth management, asset management and related financial services to a range of clients.
- Develop and maintain relationships with clients and business stakeholders.
- Manage the client life cycle administration process to ensure a timely and efficient client experience.
- Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
- Ensure all client life cycle processes are followed and adhered to in accordance with the RIM Operating Model.
- Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters.

**The Successful Applicant**:
**What's on Offer**:
The opportunity to be part of a highly successful investment and wealth manager, to develop their skillset and grow their experience.



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