At Temple Row Wealth Management, we do more than manage investments – we help people build the life they want to live.
Based in Royal Sutton Coldfield, we work closely with individuals and families to bring clarity, confidence and peace of mind to their financial future. We understand that money means something different to everyone. For some, it’s security. For others, it’s freedom, opportunity, or the ability to support the people they love. Our role is to understand what matters most and help our clients achieve the goals that matter to them.
The Client Account Executive is at the very heart of that experience.
As the trusted first point of contact, you’ll build genuine relationships with clients and prospective clients, providing answers, reassurance and exceptional support at every stage of their journey. You’ll be the person who notices the details, anticipates needs and ensures that every interaction reflects the high standards our clients have come to expect from Temple Row.
Through our unique Temple Row Client Experience, you’ll guide clients through a structured programme of regular reviews and ongoing alignment, helping them feel informed, organised and confident about their financial plans. From coordinating communications with clients, providers and investment platforms, to managing client accounts, supporting business development activities and overseeing portfolio-related projects, no two days are the same.
Client Account Executive duties include, but are not limited to:
- Acting as the day-to-day point of contact for clients, building trusted relationships and delivering an exceptional client experience.
- Managing the administration of client investments, including the processing and monitoring of contributions, withdrawals, transfers and other account transactions.
- Liaising with pension providers, investment platforms and insurance companies to progress client requests, resolve queries and ensure timely completion of actions.
- Coordinating new business applications and onboarding activities, ensuring all documentation is complete, accurate and compliant.
- Preparing client review packs, valuation reports and meeting documentation to support advisers and clients in making informed decisions.
- Proactively tracking outstanding actions, identifying potential issues before they arise and taking ownership to ensure matters are seen through to completion.
- Managing letters of authority, provider correspondence and information requests to maintain accurate and up-to-date client records.
- Handling sensitive client communications by telephone, email and in writing with professionalism, empathy and attention to detail.
- Monitoring workflow across multiple client cases simultaneously, prioritising effectively and keeping all stakeholders informed of progress.
- Supporting business development initiatives by helping prospective clients navigate the early stages of their journey with Temple Row.
- Contributing to internal projects and continuous improvement initiatives that enhance efficiency and strengthen the Temple Row Client Experience.
To succeed in this role you definitely need:
- At least 3 years of experience in a client-facing role, especially one where you’ve had to juggle multiple tasks, clients and jobs
- Proficient use of a CRM or database system (we use Xplan)
- Proficient in Microsoft Word, Excel and Outlook; Adobe, Powerpoint, Canva experience is very relevent, too
- Strong organisational and diary management skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities with accuracy and consistency
- Friendly and participatory team player attitude
If you thrive on building relationships, take pride in delivering outstanding service, and gain satisfaction from making a meaningful difference in people’s lives, we’d love to hear from you.
A few specifics about working with Temple Row Wealth Managment:
- Home office is in Sutton Coldfield, and we are an office-based team, very minimal remote working
- We work Monday – Thursday 8am to 4pm (read about our 4-day Work Week here)
- We get 23 days of holiday each year, which includes the Bank Holidays
- Everyone gets their Anniversary day off work, paid
- There is a company pension scheme
- Salaray for this role is dependent upon experience, £27,000 – £29,000
To be considered please send a cover letter outlining your relevant experience and skills, along with your CV, to Hello@TempleRow.co.uk
We look forward to hearing from you!
