Client Services Executive

Client Services ExecutiveEdinburgh Permanent £35,000 Wealth ManagementAre you an organised client services professional looking to build your career within a respected wealth management firm?We''re recruiting on behalf of a well-established investment and wealth management business in Edinburgh that is looking to appoint a Client Services Executive to join its Portfolio Management team on a permanent basis.This is an excellent opportunity for someone with experience in financial services administration or client services who enjoys delivering exceptional client experiences while supporting a busy front-office team.The RoleAs a Client Services Executive, you''ll play a key role in delivering first-class support to clients, portfolio managers and intermediaries. You''ll ensure client requests are handled efficiently, documentation is completed accurately, and regulatory standards are maintained throughout the client journey.Working collaboratively across Operations, Risk and Compliance and Client Data teams, you''ll help deliver a seamless service while contributing to the ongoing success of the business.Key ResponsibilitiesAct as a first point of contact for clients and intermediaries, responding to enquiries professionally and efficiently.Liaise with clients regarding portfolio instructions, third-party payments and receipt of funds.Prepare client meeting packs and presentation materials.Produce quarterly client valuations and support reporting requirements.Assist with ..... full job details .....