Client Services Executive

2 weeks ago


London, United Kingdom Page Personnel Finance Full time

The Client Services Executive will be a Senior administrator with client facing work

**Client Details**

The client is a UK provider of personalised investment management and wealth management services for private investors and trustees.

**Description**
- account opening
- suitability checks
- updating portfolios
- sending out portfolio updates to clients
- money transfers
- money pay outs
- dealing with clients

**Profile**
- 1-2 years experience within Finanical Services or Wealth / Investment Management
- maths and english GCSE
- a team player
- proactive

**Job Offer**

Salary - 40-42K

Location - London

Full benefits package


  • Client Executive

    2 weeks ago


    London, United Kingdom NTT Data Services Full time

    **Req ID**: 234154 **Client Executive** **United Kingdom** **Competitive Salary** **Overview** The Customer Executive is the primary owner of the customer relationship, responsible for using all corporate resources to maximize the solutions that NTT DATA provides. Leads an organization in a matrix-managed environment to deliver all initiatives within a...


  • London, United Kingdom eFinancialCareers Full time

    The** Client Services Executive **will take responsibility for the following duties: - Work closely and support the Client Service Manager in the servicing of assigned client relationships. - Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries. - Act as a point of contact for various groups within client...


  • London, United Kingdom Harmonic Executive Full time £200

    Are you interested in joining a rapidly expanding, purpose-driven, agency as their Global Head of Client Services?The agency is known for its sociable, supportive, and dynamic culture, featuring a brand new office in the heart of Shoreditch, bi-annual company holidays and a collaborative team environment.Please make an application promptly if you are a good...


  • London, United Kingdom Harmonic Executive Full time £200

    Are you interested in joining a rapidly expanding, purpose-driven, agency as their Global Head of Client Services?The agency is known for its sociable, supportive, and dynamic culture, featuring a brand new office in the heart of Shoreditch, bi-annual company holidays and a collaborative team environment.Please make an application promptly if you are a good...


  • London, United Kingdom Harmonic Executive Full time

    Are you interested in joining a rapidly expanding, purpose-driven, agency as their Global Head of Client Services?The agency is known for its sociable, supportive, and dynamic culture, featuring a brand new office in the heart of Shoreditch, bi-annual company holidays and a collaborative team environment.Rapid Growth Creative AgencyLondonHarmonic is pleased...


  • London, United Kingdom Chubb INA Holdings Inc. Full time

    The Opportunity Are you passionate about working for the world’s largest property & casualty insurer in the world with excellent employee benefits and offices in 54 countries? Since launching our Real Estate Industry Practice in 2018 we have enjoyed significant growth and developed a strong reputation, with a particular specialism for pan European...


  • London, United Kingdom DG Partnership Ltd Full time

    **Client Services Executive -Salary: £25,000-£30,000 per annum**-**London** **The Role** Do you possess previous telesales and/ or customer service experience, coupled with excellent sales and negotiation skills? If so, we have an exciting new challenge for you. We are a leading Commercialisation management company, working for shopping centre owners...


  • London, United Kingdom Mason Blake Full time

    A prestigious global investment manager is looking to hire a Client Services Executive to join their team on a permanent basis. The role best suits candidates with a work history in client services and operations. TheClient Services Executivewill take responsibility for the following duties:Work closely and support the Client Service Manager in the servicing...


  • London, United Kingdom G2 Legal Limited Full time

    **Client Service Executive** A unique opportunity to develop your career as a Client Services Executive at a rapidly expanding modern law firm. They are looking for a bright, enthusiastic, and confident individual to support our central Client Care Team. Their approach to client serviceis what makes their firm a market leader. Reporting to the Business...


  • London, United Kingdom Give A Grad A Go Ltd Full time

    * A starting salary of £28,000 with access to the company bonus scheme - Private Medical Insurance - Mentorship from successful financial services professionals Company profile - Financial Services In this Client Services job in London, you'll be joining a multi-award-winning investment platform offering financial advisers, and their clients, smart...