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Client Services Executive, Wealth Management, Investment Management, Edinburgh
Client: JJ SEARCH LIMITED
Location: Edinburgh, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views: 1
Posted: 30.03.2025
Expiry Date: 14.05.2025
Job Description:
The Company
Our client is a respected boutique Wealth Management company that invests on behalf of private clients.
The Role
This is an excellent opportunity for a motivated Client Services Executive to join a small Wealth Management team in Edinburgh.
The Client Services Executive will take responsibility for assisting the firm’s portfolio management team in various aspects of the wealth management client service, including client on-boarding, production of investment reports, private client meeting preparations, and managing client data.
The primary focus of the role is to support the portfolio management team, including diary management, client reporting, and quarterly valuations.
Working directly with private clients and intermediaries to take instructions on portfolio changes, third-party payments, and movement of funds.
The Client Services Executive will work with compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant, and that all private client documentation is correctly prepared and filed.
The Client Services Executive is responsible for handling diary management, travel arrangements, and dealing with private client queries and telephone calls, taking full messages and preparing the necessary notes for the private client file/CRM record.
The Candidate
At least 1-2 years of Client Services or Investment Management/Wealth Management support experience.
Wealth Management or Financial Planning administration background.
Strong IT skills with excellent attention to detail.
IT literate, including proficiency in Excel, Word, and PowerPoint.
Ability to work under pressure and meet deadlines.
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