Client Partnership Manager | Huddersfield (3 days a week) | 40k We’re looking for a commercially minded and relationship-focused Client Part…
Client Services Executive , Private Banking , Wealth Management
Job Description
TheRole: TheClientServicesExecutivewillsitwithinatopperformingRelationshipManagementteamforahighlyprestigiousPrivateBank-withintheirEdinburghoffice. TheClientServicesExecutivewillbedealingwithclientqueriesincludingdaytodayaccountopening,tradingonportfolios,paymentsandlending,andgeneralinvestmentadministratione.g.processingassettransferandchangeofaddressrequests;onlineaccessissuesorquestions. TheClientServicesExecutivewilldiligentlymonitortransfersofcashandassetstoandfromclientsaccounts;recordin…
Company & Role Analysis
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