Client Service Specialist
JOB_53708924763845Job type
TemporaryLocation
LondonWorking Pattern
Full-timeSpecialism
Private Banking And Wealth ManagementIndustry
Banking & Financial ServicesPay
Flexible
Excellent Opportunity: Client Account Manager // London Hybrid
Join a leading Bank as a Client Account Manager!
Job Overview:
You will be part of the Wealth Management UK Domestic High Net Worth team in London. Our role is to manage, preserve and grow the wealth of our clients.
- Location: London
- Daily Rate: Flexible
- Contract Length: 6 Months
- Start Date: ASAP
Key Responsibilities
- Financial services experience, ideally within a client-facing team or other relevant commercial experience within the financial services industry
- Ideally, you hold a level 4 qualification.
- Unyielding attention to detail, even when you are under pressure
- Team player that remains calm while managing conflicting priorities
- Works with absolute discretion, tactfulness and adaptability to changing demands
- Solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
- Effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
- Able to utilise tools and resources to service clients as efficiently as possible
Key Requirements
- Be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
- Be the direct contact for daily banking activities and administrative work for our clients.
- Manage daily client transactions and carry out enquiries and troubleshooting
- Perform account maintenance tasks and client-related processes, e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
- Research, follow-up and resolve client enquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner.
- Support client advisors in delivering exceptional client service and experience
- Support client advisors in administrative, risk, legal and compliance related tasks and duties
- Join client advisors occasionally in client meetings
Additional Information
Interview Process: 2 Rounds
How to Apply: If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Client Service SpecialistJOB_537089247638452026-01-292026-04-29
Talk to Nikhil Sahu, the specialist consultant managing this position
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JOB_53708924763845