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JJ SEARCH LIMITED
Client Services Executive, IAD, Private BankingJJ SEARCH LIMITED • Greater London, England, GB
Client Services Executive, IAD, Private Banking

Client Services Executive, IAD, Private Banking

JJ SEARCH LIMITED • Greater London, England, GB
30+ days ago
Job type
  • Full-time
Job description

Overview

The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank.

Base pay range

Salary: 45 - 65K (depending on experience)

Responsibilities

  • Deal with international client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration (e.g., processing asset transfers and change of address requests; online access issues or questions).
  • Monitor transfers of cash and assets to and from client accounts; take trade orders on portfolios and execute the trades.
  • Record all money movements daily and report weekly funds.
  • Assemble all necessary documentation for Client Meetings, including presentations, meeting materials, review documentation and confidential information.
  • Prepare new and maintain existing private client files, including scanning and filing client documents, maintaining these to the company’s standards and ensuring they are compliant.
  • Data-entry in the CRM system ensuring information is correct and entered properly.
  • Experience with a minimum of 2-3 years in a similar Client Services or Client Support role within an Investment Management company or Private Bank.
  • Experience in executing client orders on portfolios.
  • Strong knowledge of MS Office Suite; Account Opening experience is beneficial; CRM experience is advantageous (training will be provided).
  • IAD - or working towards IAD.

Qualifications

  • Minimum 2-3 years' experience in Client Services or Client Support in an Investment Management company or Private Bank.
  • Experience in executing client orders on portfolios.
  • Strong MS Office skills; Account opening experience beneficial; CRM experience advantageous (training provided).
  • Customer-focused with outstanding service mindset.
  • IAD or working towards IAD.

Seniority level

  • Not Applicable

Employment type

  • Full-time

Job function

  • Finance, Customer Service, and Administrative

Industries

  • Financial Services, Investment Management, and Banking

London, England, United Kingdom

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Client Services Executive, IAD, Private Banking • Greater London, England, GB

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