Client Services Executive

Client Services Executive | Leading Wealth Management Firm

Are you ready to embark on an exciting career journey as a Client Services Executive in the thriving world of wealth management? Our client is hiring client services executives to join their dynamic team, where collaboration and support are at the core of their work culture.

As a Client Services Executive, your primary responsibility will be managing the end-to-end administration of client portfolios. Your goal is to ensure the efficient and timely processing of applications for a wide range of financial products, including pre and post-retirement pension structures, protection benefits, and investment portfolios.

Skills

• A degree in a business or finance-related discipline.

• A minimum of 2-3 years of relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker.

• QFA qualification or progress toward achieving this certification.

• Proficiency in Anti-Money Laundering (AML) requirements and an understanding of associated compliance regulations.