Client Services Executive

6 days ago

Birmingham, United Kingdom Core-Asset Consulting Full time

**:
We are working on a Client Service Executive to join the team at a Wealth Management firm on a permanent basis. This role is based in Birmingham and will act as the main point of contact for client enquiries. Fantastic opportunity to progress in a reputable firm.

**Skills/Experience**:

- Experience working in a client service role in financial services
- Experience managing client administrative staff is desirable
- Grades A-C at GCSE or equivalent in English and Maths
- Knowledge of regulatory environment
- Excellent stakeholder management skills

**Core Responsibilities**:

- Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
- 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, end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes
- Work closely with the team and wider administration functions to develop and share best practice.
- Identify opportunities for operational efficiency and process improvement
- Lead and take ownership on all administration activity
- Attend Client Support meetings, contribute by sharing good practice and process improvement suggestions.

**Benefits**:

- A highly competitive salary
- Wider Benefits package

Job reference: 15819
- At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes._
- Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland._

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