Client Service Executive – London

  • Permanent, full-time
  • London
  • Posted 1 month ago

Flair

Do you have experience managing end-to-end administration processes as well as a background within Financial Services? Then this may be the role for you.

Our client, an ethical and sustainable Investment Services Firm, is looking for a Client Service Executive to join their London team.

You will:

  • Act as the first point of contact for client enquiries and manage the client administrative processes
  • Be responsible for the end to end management of account opening, on-boarding and transfer processes, liaising with operations teams where appropriate
  • Maintain client support systems and data
  • Understand client suitability requirements and support your investment team with regard to gathering the relevant information
  • Support quarterly portfolio valuation processes 

Your skills and qualifications:

  • Experience working in a similar role within Financial Services, Investment or Wealth Management industry
  • Experience managing end-to-end administration processes
  • Experience managing administrative staff would be advantageous
  • Knowledge of regulatory environments
  • Grades A-C at GCSE or equivalent in English and Maths
  • Willing to undertake further professional qualifications

If this sounds like you, please contact Ellie Luxton at Flair for Recruitment for more information.

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