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 firms 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.Lising 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 ensuring that all actions by portfolio managers and administration are carried out within the guidelines and are compliant and all private client documentation is correctly prepared and filed.The Client Services Executive is to handle diary management, travel arrangements and deal 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 Client Services or Investment Management / Wealth Management support experience.Wealth Management or Financial Planning administration background.Strong administration skillsStrong IT skills with excellent attention to detailIT literate, including proficient in Excel, Word and PowerPointAbility to work under pressure and to meet deadlines
Job Title
Client Services Executive , Wealth Management , Investment Management , Edinburgh