James Hambro & Partners LLP in Edinburgh is seeking a Client Services Executive to join the Portfolio Management Team. You will be the primary contact for clients and intermediaries, ensuring timely, accurate responses and proactive service delivery across front-office activities.
The role supports onboarding, client reporting, and quarterly valuations, while coordinating with Risk & Compliance to meet regulatory requirements and maintain high service standards.
#J-18808-Ljbffr
Full job description from WhatJobs. Apply for this role →
Bristol
James Hambro & Partners LLP in Bristol is seeking a Client Services Executive to join our Portfolio Management Service Delivery team.
City of Edinburgh
James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts.The…
Bristol
James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts.
London
Join Raymond James and play a key role in supporting the accurate administration of client investment portfolios.
Stoke Pound
AFH Wealth Management, a leading independent financial advisory and wealth management firm, is seeking a Portfolio Manager at our Bromsgrove Head…
London
In this role you drive the full client onboarding lifecycle, partnering with Sales & Trading and internal teams to deliver a seamless experience…
Explore: Customer Service Advisor jobs in Edinburgh Customer Service Advisor jobs in the UK Specialist jobs in Edinburgh
Worked with Verifera as a candidate or employer? Your honest review helps the next person trust verified hiring.