Client Services Executive - Greater London, United Kingdom - JJ SEARCH LIMITED

Description

Job Description

45-60K Salary (dependent on experience)

THIS ROLE IS A 12 MONTH FTC - MATERNITY COVER

The Company

Our client is a UK Private Bank with International exposure in varied activities in banking, financial planning and investment management.

The Role

This is a great opportunity for a Client Services Executive in Private Banking or Wealth Management in a supporting role to the Client Relationship Manager and their client book of UK & International clients.

The successful candidate will support and assist the Client Relationship Manager with Client Account Opening – KYC documentation, general banking, investment management and all client related administration.

The Client Services Executive will liaise with internal stakeholders to for purposes of client account opening, client instructions (execution of identification, call back, payments, deposits, loans, FX deals, transfers and securities transactions), credit applications , client reviews and account monitoring.

The Client Services Executive will assist in a range of duties such as handling client calls, correspondence, individual diaries, filing and expenses, preparing for and attending client meetings and ensuring client records are up to date.

Assist with travel arrangements and preparation of Investment papers for Client Relationship Manager meetings and general business trips.

The Candidate

+ 2 years' minimum experience in a similar client supporting role in a Private Banking or Wealth Management environment

CeMap or IAD - beneficial but not essential

Takes ownership for tasks and challenges and seek continuous improvement