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Client Services Executive
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London, United Kingdom eFinancialCareers Full timeThe** 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...
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Client Services Executive
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Client Services Executive
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Client Services Executive
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London, United Kingdom Mason Blake Full timeA 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...
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Client Services Executive
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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...
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Client Services Executive
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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...
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Client Services Executive
2 weeks ago
London, United Kingdom Page Personnel Finance Full timeThe 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...
Client Service Executive
3 weeks ago
One of the UK's leading Wealth Management organisations currently have a requirement for a Client Service Executive to working within their financial planning support function.
My client provides individual advice to HNW private clients working on a model based on fee income and client servicing. They have built a reputation for delivering efficient service and high quality advice to a wide range of clients across the full remit ofinvestments, retirement planning and tax.
They are now looking to recruit a CSE to join the team to ensure the provision of the highest quality administration support to the sales function and company's clients. This role will be suited to an individual with at least 12 months experience working infinancial planning support capacity that have a clear understanding of the financial services administration process.
An excellent opportunity for a young professional to work within one of the leading names in the UK Wealth Management sector offering a first class and flexible working environment and long term career development opportunities.