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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