15 May 2024

Client Services Executive

Ref 36862

Do you have experience in a client-focused finance environment? A provider of investment services is seeking a Client Services Executive to join a small team providing support to their wealth management teams.

Key responsibilities: 

  • Processing daily payments, standing orders, cheques, and BACS clearing 
  • Undertaking account closures
  • Processing foreign exchanges
  • Arranging call backs for payment instructions
  • Assisting with document processing for new accounts
  • Running daily reports and checking for errors
  • Administrating charge cards 
  • Preparing audit letters and statements

Previous experience in a similar role would be ideal, but the role is also open to those with transferrable skills in a client-focused role. Good working knowledge of Microsoft Word, Excel, and Outlook is required, along with excellent organisational skills and good attention to detail.

If this sounds interesting, get in touch with our team to find out more!

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