Wealth Management Client Services Executive

Rothschild & Co; United Kingdom; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading global financial services firm is looking for a Client Service Executive in the Wealth Management division. The role involves providing administrative support to clients, handling payment requests, client onboarding, and maintaining client data. Successful candidates will have experience in a Wealth Management firm, excellent communication skills, attention to detail, and the ability to work under pressure. Position located in the United Kingdom, offering opportunities for career growth.

Qualifications

• Previous experience in a similar role at a Wealth Management firm.
• Strong organisational skills and ability to prioritise tasks.
• Excellent oral and written communication skills.

Responsibilities

• Be the primary point of contact for all administrative procedures.
• Ensure timely completion of payment requests and client requirements.
• Maintain accurate and complete static data on all systems at all times.

Skills

Attention to detail

Organisational skills

Communication skills

Ability to work under pressure

Self-starter

Team player

Job description

A leading global financial services firm is looking for a Client Service Executive in the Wealth Management division. The role involves providing administrative support to clients, handling payment requests, client onboarding, and maintaining client data. Successful candidates will have experience in a Wealth Management firm, excellent communication skills, attention to detail, and the ability to work under pressure. Position located in the United Kingdom, offering opportunities for career growth.