Senior Client Servicing Executive
CV-LibraryCity of Westminster, Greater LondonpermanentPosted: 25 March 2026
Apply NowRole: Senior Client Servicing Executive
Salary: £35,000 per annum
Location: Knightsbridge
Permanent | Hybrid (2 days office, 3 home)
Purpose:
To support high‑quality client servicing across a Financial Wealth Management Practice, ensuring a seamless adviser–client experience, strong regulatory adherence and efficient daily operations.
Key Responsibilities
Client Servicing & Workflow Management
* Manage annual review workflows: open/close advice records, track adviser actions and upload documentation accurately.
* Ensure annual review letters are completed via Pano within required timeframes and meet Consumer Duty standards.
* Maintain accurate Salesforce records including meeting outcomes, client notes, tasks and value‑of‑advice updates.
* Oversee client meeting booking processes and ensure client engagement procedures are followed for overdue reviews.
Compliance & Suitability
* Track Interim Suitability Reports on Salesforce and support advisers with required follow‑ups.
* Conduct monthly checks on open advice records, ensuring closures are timely and within regulatory cycles.
Ongoing Client Care
* Support advisers in preparing and sending regulated review letters.
* Manage client segmentation and ensure service levels match segment criteria.
* Log all client communication and ensure wealth account updates are issued on schedule.
Client Onboarding & Prospect Management
* Follow onboarding standards: CFR completion, meeting setup, segmentation and campaign assignments.
* Run monthly prospect checks, ensuring timely follow‑ups, accurate Salesforce updates and reporting information.
Marketing & Feedback
* Support Salesforce marketing campaigns.
* Collect and record client feedback post‑review or post‑business.
* Monitor Partner Quality Scores and support actions to meet annual targets.
General Compliance
* Take responsibility for personal compliance and due diligence.
Person Specification
Experience & Knowledge
* Experience in office support, ideally within financial services.
* Familiarity with regulation and legislation (desirable).
* Confident user of CRM systems, especially Salesforce.
Skills & Behaviours
* Strong client service skills with excellent telephone and written communication.
* Highly organised with strong attention to detail and ability to multitask.
* Proficient in Microsoft Office suite.
* Calm under pressure, collaborative and solutions‑focused.
* Positive, adaptable and proactive
Salary: £35,000 per annum
Location: Knightsbridge
Permanent | Hybrid (2 days office, 3 home)
Purpose:
To support high‑quality client servicing across a Financial Wealth Management Practice, ensuring a seamless adviser–client experience, strong regulatory adherence and efficient daily operations.
Key Responsibilities
Client Servicing & Workflow Management
* Manage annual review workflows: open/close advice records, track adviser actions and upload documentation accurately.
* Ensure annual review letters are completed via Pano within required timeframes and meet Consumer Duty standards.
* Maintain accurate Salesforce records including meeting outcomes, client notes, tasks and value‑of‑advice updates.
* Oversee client meeting booking processes and ensure client engagement procedures are followed for overdue reviews.
Compliance & Suitability
* Track Interim Suitability Reports on Salesforce and support advisers with required follow‑ups.
* Conduct monthly checks on open advice records, ensuring closures are timely and within regulatory cycles.
Ongoing Client Care
* Support advisers in preparing and sending regulated review letters.
* Manage client segmentation and ensure service levels match segment criteria.
* Log all client communication and ensure wealth account updates are issued on schedule.
Client Onboarding & Prospect Management
* Follow onboarding standards: CFR completion, meeting setup, segmentation and campaign assignments.
* Run monthly prospect checks, ensuring timely follow‑ups, accurate Salesforce updates and reporting information.
Marketing & Feedback
* Support Salesforce marketing campaigns.
* Collect and record client feedback post‑review or post‑business.
* Monitor Partner Quality Scores and support actions to meet annual targets.
General Compliance
* Take responsibility for personal compliance and due diligence.
Person Specification
Experience & Knowledge
* Experience in office support, ideally within financial services.
* Familiarity with regulation and legislation (desirable).
* Confident user of CRM systems, especially Salesforce.
Skills & Behaviours
* Strong client service skills with excellent telephone and written communication.
* Highly organised with strong attention to detail and ability to multitask.
* Proficient in Microsoft Office suite.
* Calm under pressure, collaborative and solutions‑focused.
* Positive, adaptable and proactive