Client Service Executive / Private Client Support / Private Bank

Recruiter
Jigsaw Recruiting Ltd
Location
London
Salary
28-32K
Posted
02 Dec 2016
Job Sector
Finance & Banking
Contract Type
Permanent
Hours
Full Time
The Private Client Service Executive will work within a highly successful Wealth Management firm.

The Role:

The Client Service Executive will provide high quality client service to the Private Client customer base.

Responsible for managing the processes associated with private client transactions including new account openings, securities transactions, general account maintenance, customer account changes and account closings.

Maintain the highest standard of excellence in client service by attending to private client enquiries and requests.

Ensure that any data input is dealt with in a timely manner and in correct and consistent format.

Ensure smooth coordination with processing departments on migrated processes.

The Candidate:

Circa 2 years' client service experience within private wealth management or private banking

Passion for client service

Attention to detail

Organised and efficient