Client Services Executive , IAD , Private Banking

Company: JJ SEARCH LIMITED

Location: London

Posted: April 11th, 2026

The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank.

Salary: 45 - 65K (depending on experience)

Deal with international client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration (e.g., processing asset transfers and change of address requests; online access issues or questions).
Monitor transfers of cash and assets to and from client accounts; take trade orders on portfolios and execute the trades.
Record all money movements daily and report weekly funds.
Assemble all necessary documentation for Client Meetings, including presentations, meeting materials, review documentation and confidential information.
Prepare new and maintain existing private client files, including scanning and filing client documents, maintaining these to the company’s standards and ensuring they are compliant.
Data-entry in the CRM system ensuring information is correct and entered properly.
Experience with a minimum of 2-3 years in a similar Client Services or Client Support role within an Investment Management company or Private Bank.
Experience in executing client orders on portfolios.
Strong knowledge of MS Office Suite; Account Opening experience is beneficial; CRM experience is advantageous (training will be provided).
IAD - or working towards IAD.

Minimum 2-3 years' experience in Client Services or Client Support in an Investment Management company or Private Bank.
Experience in executing client orders on portfolios.
Strong MS Office skills; Account opening experience beneficial; CRM experience advantageous (training provided).
Customer-focused with outstanding service mindset.
IAD or working towards IAD.

London, England, United Kingdom

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