Senior Client Services Executive
Job Overview
Skills & Requirements
Excel
Expert-level Excel skills for analysis and reporting
PowerPoint
Professional presentation and pitch deck creation
Wealth Management
Essential skill for this role
Investment Management
Essential skill for this role
Qualifications & Education
About the Role
Senior Client Services Executive
Curated brief to help you tailor your application.
Role Overview
Start by showing recruiters you understand the team's mission and environment.
Our client is a growing wealth management house. They are now looking to recruit a Senior Client Services Executive to join their London office.
The Senior Client Services Executive will take responsibility for the following duties:
Work closely with the head of department to create and execute plans and processes for the team.
Produce presentations, reports and agendas for client and internal meetings.
Cultivate and sustain strong relationships with clients and team members.
Provide support to the head of department in diary management, meetings and responding to queries.
Contribute to ad hoc projects as required.
The Senior Client Services Executive will meet the following skillset:
Skills Snapshot
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