Client Service Executive - Financial Services

Full-time Information and Record Clerks

Our client is a respected European investment and wealth management organisation, is seeking a Client Service Executive to play a key role in delivering exceptional client administration and relationship support within a respected wealth management environment. The successful Client Service Executive will act as a trusted point of contact for client lifecycle queries, helping to ensure smooth processes, accurate records, and a consistently excellent client experience. Responsibilities Manage day-to-day client lifecycle administration, ensuring processes are completed accurately, efficiently, and in line with internal operating procedures. Act as a key liaison between clients, investment teams, operations, and other stakeholders, keeping all parties informed throughout the process. Support account opening, onboarding, transfers, client payments, and account amendments, while helping to maintain a smooth client journey. Assist with more complex client lifecycle activity, including estate...