Client Services Executive
Client Services Executive
The Client Services Executive provides high-quality support across client servicing, adviser servicing and sales support activities, while also acting as a key day-to-day support resource to the Head of Adviser Solutions.
The role combines responsibility for managing client and adviser-related administration, coordination and communication with broader executive support duties. This includes helping to manage the Head of Adviser Solutions’ diary, coordinating meetings and follow-ups, handling correspondence, assisting with presentations and reporting, and ensuring the smooth day-to-day running of adviser solutions activity.
The role requires a highly organised, proactive and professional individual who is comfortable working in a fast-paced environment, managing multiple priorities, and dealing confidently with internal and external stakeholders.
- Support the Team Portfolio Managers and wider Adviser Solutions team
- Be a first point of contact to prioritise, handle and respond to general correspondence from clients, advisers and other stakeholders, including post, emails and telephone calls
- Liaise with IFAs and answer queries regarding mutual clients
- Act as an important point of contact for clients and potential clients
- Provide reliable and proactive executive support to the Head of - Adviser Solutions, ensuring effective diary management, coordination and follow-up
- Help ensure adviser, client and executive support tasks are delivered accurately, efficiently and to a high professional standard
The role combines responsibility for managing client and adviser-related administration, coordination and communication with broader executive support duties. This includes helping to manage the Head of Adviser Solutions’ diary, coordinating meetings and follow-ups, handling correspondence, assisting with presentations and reporting, and ensuring the smooth day-to-day running of adviser solutions activity.
The role requires a highly organised, proactive and professional individual who is comfortable working in a fast-paced environment, managing multiple priorities, and dealing confidently with internal and external stakeholders.
- Support the Team Portfolio Managers and wider Adviser Solutions team
- Be a first point of contact to prioritise, handle and respond to general correspondence from clients, advisers and other stakeholders, including post, emails and telephone calls
- Liaise with IFAs and answer queries regarding mutual clients
- Act as an important point of contact for clients and potential clients
- Provide reliable and proactive executive support to the Head of - Adviser Solutions, ensuring effective diary management, coordination and follow-up
- Help ensure adviser, client and executive support tasks are delivered accurately, efficiently and to a high professional standard
Key Responsibilities
Executive Support to the Head of Adviser Solutions
• Provide direct day-to-day support to the Head of Adviser Solutions
• Manage diary scheduling, meeting coordination and logistical arrangements, including internal and external meetings
• Organise calls, appointments, travel arrangements and meeting preparation as required
• Assist with inbox and correspondence management, ensuring queries and requests are prioritised appropriately
• Prepare meeting packs, presentations, reports and briefing materials
• Track actions and follow-ups arising from meetings and ensure timely completion
• Act as a professional point of contact for internal and external stakeholders engaging with the Head of Adviser Solutions
Adviser and Sales Support
• Provide a high level of office-based service and support to the Adviser Solutions team and existing and prospective intermediary relationships
• Deal with external communications and detailed reporting packages for intermediaries and clients, including valuations
• Prepare and complete presentations, proposals and supporting materials for intermediaries
Project Management
• Provide administrative and coordination support for team initiatives, business development activity and operational improvements
• Assist with projects and deliverables led by the Head of Adviser Solutions or Head of Adviser Services
Client Servicing Tasks
• Client onboarding - handle the distribution and oversee completion of new client paperwork, liaising with Client Life-Cycling as required
• Carry out full client onboarding procedures, including interacting directly with the client and/or intermediary where appropriate
• Update client data as necessary in DSA as client circumstances change, both from client-provided information and from requests made to clients for updated information
• Assist with the preparation and coordination of client documentation, reporting and communications
• Provide direct day-to-day support to the Head of Adviser Solutions
• Manage diary scheduling, meeting coordination and logistical arrangements, including internal and external meetings
• Organise calls, appointments, travel arrangements and meeting preparation as required
• Assist with inbox and correspondence management, ensuring queries and requests are prioritised appropriately
• Prepare meeting packs, presentations, reports and briefing materials
• Track actions and follow-ups arising from meetings and ensure timely completion
• Act as a professional point of contact for internal and external stakeholders engaging with the Head of Adviser Solutions
Adviser and Sales Support
• Provide a high level of office-based service and support to the Adviser Solutions team and existing and prospective intermediary relationships
• Deal with external communications and detailed reporting packages for intermediaries and clients, including valuations
• Prepare and complete presentations, proposals and supporting materials for intermediaries
Project Management
• Provide administrative and coordination support for team initiatives, business development activity and operational improvements
• Assist with projects and deliverables led by the Head of Adviser Solutions or Head of Adviser Services
Client Servicing Tasks
• Client onboarding - handle the distribution and oversee completion of new client paperwork, liaising with Client Life-Cycling as required
• Carry out full client onboarding procedures, including interacting directly with the client and/or intermediary where appropriate
• Update client data as necessary in DSA as client circumstances change, both from client-provided information and from requests made to clients for updated information
• Assist with the preparation and coordination of client documentation, reporting and communications
Skills, Knowledge and Expertise
Background/experience and competencies required
Competencies
• enjoy working in a fast sales environment
• be an excellent communicator
• be able to respond well to pressure
• be able to manage multiple projects
• think creatively
• work well in a team and with a wide range of people
• be financially literate
• be organised and methodical
• have excellent attention to detail
• be proactive and able to take the initiative
• be well presented with a professional manner
• be persuasive and diplomatic
• have good business awareness
Required Skills & Experience
• Experience and/or education in areas such as sales, marketing, business administration
• Experience with InDesign would be desirable
• Extensive experience with Word, PowerPoint and Excel
Qualifications
Qualifications Required:
Must have a minimum of 5 GCSE’s grade A-C or equivalent qualification
Qualifications Desired:
• 2 A’ Levels grade A-D or equivalent qualification
• Ideally a graduate with a professional marketing or investment management qualification
Competencies
• enjoy working in a fast sales environment
• be an excellent communicator
• be able to respond well to pressure
• be able to manage multiple projects
• think creatively
• work well in a team and with a wide range of people
• be financially literate
• be organised and methodical
• have excellent attention to detail
• be proactive and able to take the initiative
• be well presented with a professional manner
• be persuasive and diplomatic
• have good business awareness
Required Skills & Experience
• Experience and/or education in areas such as sales, marketing, business administration
• Experience with InDesign would be desirable
• Extensive experience with Word, PowerPoint and Excel
Qualifications
Qualifications Required:
Must have a minimum of 5 GCSE’s grade A-C or equivalent qualification
Qualifications Desired:
• 2 A’ Levels grade A-D or equivalent qualification
• Ideally a graduate with a professional marketing or investment management qualification
About W1M
W1M is an award-winning investment management house dedicated to creating high-quality investment solutions and providing bespoke, personal service for Private Clients, Charities, and Institutions.
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