Wealth Management Client Experience Specialist

Rothschild & Co; Greater London; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading global financial services group seeks a Client Service Executive in London to provide administrative support for private clients in Wealth Management. The role includes managing client queries, ensuring compliance requirements, and assisting with financial reporting, requiring strong attention to detail and excellent communication skills. Ideal candidates will have experience in wealth management and must excel under pressure. This position is full-time and offers the chance to grow in a supportive environment.

Qualifications

• Previous experience in a similar role at a Wealth Management firm.
• Strong organisational skills and ability to prioritise.
• Diligent and high level of attention to detail.

Responsibilities

• Be the primary contact for administrative procedures and client queries.
• Ensure timely completion of payment requests and client banking support.
• Maintain accurate client data and assist with reporting.

Skills

Attention to detail

Organisational skills

Oral and written communication

Ability to work under pressure

Tools

MS Office

Job description

A leading global financial services group seeks a Client Service Executive in London to provide administrative support for private clients in Wealth Management. The role includes managing client queries, ensuring compliance requirements, and assisting with financial reporting, requiring strong attention to detail and excellent communication skills. Ideal candidates will have experience in wealth management and must excel under pressure. This position is full-time and offers the chance to grow in a supportive environment.