Client Services Coordinator for Wealth Management

24 hours ago


London, Greater London, United Kingdom Taylor James Resourcing Full time
About the Role

Taylor James Resourcing is looking for a skilled Client Services Coordinator to support our Wealth Management team in London. As a key member of the team, you will be responsible for providing high-quality client service to Charity clients.

Responsibilities:

  1. Work closely with Investment Managers to discuss client requirements and arrange for account opening.
  2. Maintain existing client accounts, including periodic AML reviews and amendments to agreements.
  3. Liaise with internal teams and third parties to ensure seamless communication.
  4. Administer client data on internal and external systems.
  5. Collaborate with colleagues to deliver excellent client service.

Required Skills and Qualifications:

  • Sound technical knowledge of Client take-on within an Asset Management environment.
  • A working understanding of Anti Money Laundering and Compliance requirements.

Benefits:

  • Competitive salary range: £35,000 - £45,000 per annum.
  • Opportunity to work with a reputable firm in the Asset Management industry.


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Wealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    Wealth Management Business OpportunityAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. This role offers a unique chance to build a new career in wealth management and provide exceptional service to high net worth expat clients.The main focus of this position is to strategically target and...


  • London, Greater London, United Kingdom Rapid Recruitment Services Full time

    Job Title: Wealth Management Service CoordinatorCompany Overview:Rapid Recruitment Services specializes in providing top-notch recruitment services to businesses across various industries.Salary:$55,000 - $70,000 per yearJob Description:We are seeking an experienced administrator to join our wealth management team as a Client Support Specialist. In this...


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    Wealth Management Business Development RoleAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. As a Business Development Executive, you will be responsible for building relationships with high net worth expat clients and providing them with exceptional service. This is an excellent opportunity for...


  • London, Greater London, United Kingdom Hoxton Wealth Full time

    About Hoxton WealthWe are a leading wealth management company dedicated to providing exceptional financial services. Our team is passionate about helping clients achieve their goals and secure their financial futures.


  • London, Greater London, United Kingdom Kingswood Group Full time

    Wealth Management CoordinatorKingswood Group is looking for a talented Wealth Management Coordinator to join our team in Penn, working on a full-time, permanent basis.The salary range for this position is approximately £32,000 - £37,000 per year, depending on experience and qualifications.About the RoleAs a Wealth Management Coordinator, you will be...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Unlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...


  • London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We are looking for a highly skilled and motivated Client Services Coordinator to join our Wealth Management team in London. As a Client Services Coordinator, you will be responsible for providing full administrative support to Investment Managers, including processing deals, maintaining client records, and building relationships with clients.This is a...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    **Job Title:** Financial AdviserAbout Us:Enver Wealth Management Ltd. is a reputable firm that has established itself as a trusted adviser to clients, particularly those in the online influencer space. Founded by Ed Enver in 2014, we have grown into one of SJP's most successful and fastest growing businesses.Salary: We offer both an employed and...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Wealth Management OpportunityApollo Private Wealth is a dynamic and ambitious wealth management firm that offers a unique opportunity for experienced financial professionals to join our team and build a successful career.The ideal candidate will have a strong understanding of holistic financial planning, excellent communication skills, and be able to work...


  • London, Greater London, United Kingdom Nova Wealth Full time

    Unlock Your PotentialWe are seeking an experienced Financial Planner to join our dynamic team at Nova Wealth. As a key member of our team, you will play a vital role in shaping our advice delivery methods and driving business growth.About UsNova Wealth is a forward-thinking company that aims to revolutionize the financial advice industry in the UK. We...


  • London, Greater London, United Kingdom Titan Wealth Holdings Limited Full time

    About Titan Wealth Holdings LimitedThe company's strategy is to provide modular, incremental services to its clients, allowing them to adjust their business models as needed. This includes financial planning, investment management, platform, trading, settlement and custody services.Clients receive custody services, clearing and settlement services, and trade...


  • London, Greater London, United Kingdom Schroders Personal Wealth Full time

    Job DescriptionThis is an exciting opportunity for a skilled Product Reporting Manager to join Schroders Personal Wealth. As a Product Reporting Manager, you will lead the design, development, and implementation of a new product reporting framework across Schroders Personal Wealth Products. You will establish key performance indicators (KPIs) and metrics to...


  • London, Greater London, United Kingdom Bank of America Full time

    Job Title: Wealth Management Process CoordinatorSalary:$100,000 - $160,000 per yearAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Management Process Coordinator to join our team at Bank of America. In this role, you will be responsible for providing general business support including internal team routines, communications,...


  • London, Greater London, United Kingdom Pro-Tax Full time

    We are looking for a seasoned Private Client Wealth Manager to join our team at Pro-Tax. As a key member of our Private Client Services department, you will be responsible for managing complex client portfolios and providing expert advice on wealth management and tax planning.The ideal candidate will have a strong background in Private client advisory...


  • London, Greater London, United Kingdom AAG Wealth Management Full time

    Role OverviewAAG Wealth Management is seeking a Corporate Client Relationship Manager to join our Financial Education and Strategic Partnerships Team. This role will be a hybrid (in-office / home working) based role working from our offices in London.Key ResponsibilitiesBuild and maintain relationships with Share Plan, HR, and Reward key contacts and...


  • London, Greater London, United Kingdom Oval Recruit Ltd. Full time £35,000 - £42,000

    Job Title: Wealth Management AssociateAbout the Role:As a Wealth Management Associate, you will work closely with a Wealth Manager in a dynamic and rapidly expanding wealth management company. Your primary responsibility will be to assist in the management of client relationships and technical administration.Key Responsibilities:Prepare client meeting packs,...


  • London, Greater London, United Kingdom St. James's Place Full time

    Administrative Support RoleSt. James's Place plc is a leading provider of wealth management services, seeking an organized and detail-oriented individual to fill an Administrative Support Coordinator position. In this role, you will provide administrative support to our Wealth Managers, including managing client review meetings, updating confidential...