We are currently working with a boutique Wealth Management firm who are looking to add a Client Services Executive to their team on a contract basis.
Responsibilities of this Client Services Executive Job:Prepare new business proposals Complete client profiles and fund switch forms Assist with the preparation and issuing of annual portfolio reviews Deal with ad -hoc client queries and requests Support compliance and operational governance activities, such as maintaining required records, preparing documentation, database management and helping with routine checks or filing
Requirements of this Client Services Executive Job: Experience in the Financial Services industry Client -focused and efficient, with excellent attention to detail Ability to learn new systems and processes quickly Strong analytical and problem -solving skills, particularly when working with data, reports or processes Excellent organisation and time management skills
This is an excellent opportunity for someone looking to develop their career in the Wealth Management space.
For more information on this Client Services Executive job or to discuss in more detail, contact Aoife Stokes at ;\/span>