Client Relationship Executive - Asset Servicing

5 Days Old

Are you a client service professional with a passion for delivering exceptional support to sophisticated clients? We're working with a leading financial institution looking for a Client Relationship Executive to join their growing UK Custody & Asset Servicing business.
In this dynamic role, you’ll act as a key contact for institutional and private clients – including asset managers, family offices, and pension funds – ensuring seamless day-to-day operations, smooth onboarding, and long-term relationship success.
What you'll be doing: Acting as the first point of contact for client operational needs and escalations Managing payments, account openings, online banking setup, and client documentation Supporting client onboarding and regulatory compliance processes Building long-term relationships and partnering with senior stakeholders to identify new opportunities Contributing to risk management, compliance, and internal controls
What we're looking for: Proven experience in client-facing roles within asset servicing or private wealth Strong knowledge of the UK wealth management landscape Exceptional organisational skills and a proactive, solution-oriented mindset Fluency in English (additional languages like French or G...
Location:
London
Category:
Accounting & Finance

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