Client Services Executive - Bristol Wealth Management

James Hambro & Partners LLP in Bristol is seeking a Client Services Executive to join our Portfolio Management Service Delivery team. The CSE will be the front line for client and intermediary inquiries, coordinate instructions, prepare meeting materials and support client onboarding with KYC checks and regulatory compliance.

The role requires strong communication, organisational skills, attention to detail and the ability to work closely with risk, compliance and client data teams to ensure