Client Relationship Executive - Asset Servicing
6 Days Old
Job Description
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 German are a plus)
- Strong interpersonal and communication skills with a diplomatic approach
Why apply?
You’ll join a collaborative, high-performing team at a globally recognised firm. Expect trust, autonomy, and the opportunity to build strong, lasting client relationships in a fast-paced, service-led environment.
- Location:
- City Of London
- Category:
- Business
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