Back to Job Search

Client Service Executive

About the role

A major player in the Wealth Management sector with an enviable reputation are looking to appoint a Client Service Executive into their office in Newcastle City Centre.

This role is 35 hours per week, 9am-5pm with hybrid working available.

As a Client Service Executive, you will work closely alongside the Investment Management team to review and develop best practice and ensure compliance with internal procedures and regulatory frameworks. You will be the first point of contact for the client life cycle, and take ownership of admin processes for your Investment Management team.

We are keen to speak to candidates who have an administrative/ secretarial background in Wealth Management, who are approachable, detail orientated, and able to work within a fast-paced team environment.

About the role:

  • First point of contact for clients including attending meetings and managing correspondence regarding client administration matters.

  • Main liaison between the Investment Management team and Operations team.

  • Take responsibility for sharing knowledge and business updates with the wider team.

  • Identify opportunities for increased efficiency and process improvement.

  • Contribute to company development by participating in projects and committees.

  • Answer incoming phone calls on reception and managing post.

About you:

  • Previous experience of working within Financial Services, Wealth Management or the Investment sector

  • Previous experience managing end-to-end administration processes, and full understanding of the client life cycle process

  • Able to communicate and build relationships with clients and intermediaries

  • Able to work well under pressure

What’s in it for you:

  • Highly competitive salary

  • Competitive holiday allowance

  • Contributory pension scheme

  • Share purchase scheme

  • Discretionary bonus scheme

This is a fantastic opportunity to join a highly regarded Wealth Management company. If you are interested, please click apply now.

Similar Jobs

View All Jobs
Customer Service Advisor
Glasgow City£10.39 ph

We are working with a client based in the heart of Glasgow to recruit a number of Customer Service Advisors on a temporary ongoing basis, potentially leading to a permanent role for the right candi...

Administrator
Newcastle upon Tyne£22,000

One of the most respected household names in Financial Planning and Wealth Management are looking to add to their Admin team in Newcastle City Centre. Whether you’re an experienced Administrator, o...

Paralegal
Newcastle upon TyneCompetitive

We are looking for a Paralegal to join an award-winning law firm based in Newcastle. This is a permanent role within the Corporate Conveyancing Team to provide end to end conveyancing service for c...

Solicitor
Newcastle upon TyneCompetitive

We are looking for a Solicitor to join an award–winning law firm based in Newcastle. This is a permanent role within the Corporate Conveyancing Team to supervise all required legal duties relating ...

Legal Case Officer
Durham£24,000

Are you looking for a rewarding role in professional regulation that improves safety and quality in professional practice? A Durham-based charity is looking for a diligent and client-focused Senior...

Legal Cashier
£25,000 - £30,000

Due to their continuous success, an established law firm based in Newcastle are looking to recruit a Finance Assistant to work within their finance department. The opportunity: This is a full-time ...

Patient Coordinator
£20,949

A not-for-profit organisation who provides services on behalf of the NHS and local authorities are looking to recruit a Patient Coordinator to work in their office on the outskirts of Newcastle. Th...

Customer Support Representative
Newcastle upon Tyne£24,000

A software company in the Newcastle upon Tyne area are looking to employ a Customer Service Representative. Having won awards for their work life balance culture and also best CEO, they have an env...

Quality and Compliance Auditor
£30,000 - £40,000

A Newcastle-based law firm with national presence are looking to add a Quality and Compliance Auditor to their Risk and Compliance team, based at their Newcastle Office. This role is offered on a M...

Credit Controller
Durham£24,000 - £26,000

Due to continuous success, a Chester le Street-based company are looking to recruit a Credit Controller to work within their Accounting department on a permanent basis. The opportunity: This is a f...