Client Service Executive

Job Title Client Service Executive

Department Client Services

Location London Office – EC4n 7HR – Flexible Working to be agreed at managers discretion

Reports to Client Services Manager

Purpose of role

The Client Services Executive is an integral part of the Wealth Management support function, helping to deliver seamless, high-quality experience for both new and existing clients. The role supports Wealth Managers by maintaining high operational standards, ensuring commitments are fulfilled promptly and efficiently, and adhering to financial services regulatory standards and internal processes. The Client Services Executive contributes to the smooth running of the team by combining excellent client service, accurate administration, and strong attention to detail.

Responsibilities Client Relationship Management and service delivery • Assisting Wealth Managers with diary management, meeting preparation, and general administrative support • Provide technical support to the wealth managers, including compiling meeting summaries and cash flow projections • Build and maintain excellent client relationships, ensuring communications are clear, accurate, and appropriately documented • Attend client meetings with Wealth Managers as required, providing administrative support and accurately recording client data, actions, and next steps • Manage client communications and documentation, and handling client non-advice queries

• Support telephone responsibilities and front-line client communications where required

• Support the use of client-facing tools and platforms, including the IQ Wealth App

• Proactively deliver consistent, positive client experiences and ensure timely completion of client and internal commitments

Client Onboarding and Ongoing Administration

• Onboard new clients and support high client engagement throughout the onboarding process

• Manage electronic confidential records and correspondence, ensuring all information is stored securely and in line with internal policies

• Accurately record and maintain client data across all business systems, ensuring completeness and auditability

Operational Support, Management Information and Business Support

• Track and report on key metrics such as client meetings and time allocation

• Work collaboratively with colleagues to exceed customer service expectations

• Support other duties as required to meet company and team objectives including investment administration

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Regulatory and Process Support

• Ensure work is completed in line with financial services regulatory standards and company procedures

• Maintain a high level of professionalism, confidentiality, and care in all client interactions and record-keeping

Measurements of Success/

Role Requirements

• High attention to detail and accuracy, particularly in client documentation and record keeping

• Strong organisational skills and ability to manage competing priorities effectively

• Excellent verbal and written communication skills

• Professional, client-centric approach with the ability to build trust and maintain strong relationships

• Teamwork mindset and willingness to support colleagues as required

Equal Opportunities

We provide a diverse and inclusive workplace and ensure that all our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, race, religion or belief, sex or sexual orientation.

Our Company and Culture

Our whole team is passionate in the pursuit of our mission.

We plan meticulously, combining our leading financial expertise with inspirational thinking to deliver a fully personalised service. We build lasting relationships, underpinned by mutual understanding, trust and commitment.

We are immensely proud of the loyalty that we inspire in our clients and of their satisfaction with our services. Almost all our new business is referral-led – referred to us by both existing clients, our professional connections and even several prestigious financial firms.