Client Service Executive
  • Job title:Client Service Executive
  • Location:Newcastle
  • Job Level:Assistant
  • Business Area:Wealth Management
  • Contract Type:Permanent
  • Ref number:AZ02923

About us

Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even stronger, together.

Our motto when it comes to career development is "Your Journey, Your Voice, Your Success".

Azets is an award-winning leading firm of Accountants, Wealth Mangers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.

Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.

The role

As a Client Service Executive in our Wealth Management team, you will play a pivotal role in ensuring the smooth flow of business operations. Your primary responsibility will be to manage client inquiries, coordinate with various stakeholders, and facilitate the efficient completion of critical tasks. Your proactive approach and attention to detail will be crucial in mitigating bottlenecks and enhancing the overall client experience.

Key accountabilities

  1. Client Interaction:
    • Serve as the first point of contact for client inquiries, providing timely and professional responses.
    • Actively listen to client needs, concerns, and requests, demonstrating empathy and understanding.
    • Maintain strong client relationships by delivering exceptional service and addressing client issues effectively.
  2. Diary Management:
    • Scheduling client meetings where appropriate.
  3. Task Coordination:
    • Collaborate with all internal teams involved in the client journey to ensure tasks related to client accounts and portfolios are completed accurately and promptly.
    • Monitor task progress and follow up with responsible parties to mitigate delays and bottlenecks.
    • Prioritise and allocate tasks based on urgency and impact on client satisfaction.
  4. Client Onboarding and Documentation:
    • Assist in the client onboarding process by collecting necessary documentation and information.
    • Ensure all required paperwork is completed accurately and in compliance with regulatory standards.
    • Work closely with the compliance team to verify client documentation and resolve any issues.
  5. Issue Resolution:
    • Identify and address potential issues or discrepancies in client accounts promptly.
    • Collaborate with the relevant teams to resolve issues efficiently, keeping the client informed of progress.
  6. Client Education:
    • Educate clients on available services, products, and processes to enhance their understanding and confidence in our wealth management offerings.
    • Provide guidance on account management, transactions, and reporting tools.
  7. Compliance and Regulatory Adherence:
    • Stay informed about industry regulations and compliance requirements related to client accounts.
    • Ensure all client interactions and processes adhere to these regulations.

Skills & experience

  • Proven experience in a client service or similar role within the financial services industry, preferably in wealth management.
  • Strong understanding of financial products, investment vehicles, and wealth management processes.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong organisational and problem-solving abilities.
  • Ability to work effectively in a fast-paced, dynamic environment.
  • Proficiency in using CRM and office software (e.g., Salesforce, Microsoft Office).


Our benefits include hybrid & flexible working, birthday leave, professional exams and subscription and much more.

Contact us

We are looking for three things in particular

  • Be a good colleague- work well with your colleagues in Azets and help them achieve our collective goals
  • Be ambitious - Whether that be academically, professionally, or commercially we want you to strive to be your best
  • Do the right thing- We are an advice-based business, and the quality of our advice is paramount