Client Service Executive, Manchester

Rothschild & Co UK

Manchester, United Kingdom
Client administrative procedures
Payment requests and cash management
New client onboarding process
Provide administrative services for Rothschild & Co Wealth Management clients and support Client Adviser teams in delivering clients’ requirements

Job Summary

  • Provide administrative services for Rothschild & Co Wealth Management clients and support Client Adviser teams in delivering clients’ requirements.
  • Be the primary point of contact for administrative procedures and ad-hoc queries, ensuring all issues are resolved to the client’s satisfaction.
  • Manage client take-on, cash and stock positions, and coordinate regulatory project work on behalf of the team.

Matching Summary

Provide administrative services for Rothschild & Co Wealth Management clients and support Client Adviser teams in delivering clients’ requirements.

Skills & Requirements

Must-have

  • Client administrative procedures
  • Payment requests and cash management
  • New client onboarding process
  • Maintain accurate client data
  • Client reporting and valuations

Nice-to-have

  • Inclusive and supportive environment
  • Objective long-term perspective
  • Preservation-first wealth management approach

Key Requirements

  • Previous experience in a similar role at a Wealth Management firm
  • High level of attention to detail
  • Strong organizational skills
  • Excellent oral and written communication skills
  • Ability to work to deadlines
  • Computer literate (MS Office)

Work Rights

Not specified

Tailored Resume

Cover Letter