Client Services Executive – Credo Wealth

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Client Services Executive – Credo Wealth

Contract Type



Full time


Marylebone (Hybrid working)




Competitive salary (dependent on experience)

Closing date

Applications accepted on a rolling basis

We are a team of four Relationship Managers with circa £400M of AUM between us and work within the Credo Wealth office as a separate team.

We are looking for our own dedicated Client Services Executive to join our team to deal with administrative requests, such as payments, account openings, valuation requests and ISA subscriptions.

The appropriate candidate should have a minimum of five years relevant experience and will receive training in house on our systems.

Account Opening Account Opening:

– Following Client Services / Compliance procedures

– Creating accounts on Saleslogix / Nexus

– KYC / AML Checks via Muinmos

– Filing of documentation in Saleslogix / Virtual cabinet

– Issuing Welcome emails

– Request new user set up via MyCredo Support

– Compliance monitoring (QA) Queries

Account Approvals – Low Risk Accounts:

– High Risk / Complex

General Servicing General Administration to include:

– Account Maintenance / Updates

– US tax documentation renewal

– JISA / ISA Transitions

– ISA Subscription monitoring

Payments / Closures / Transfers:

Instruction of payments / closures / transfers to respective team

Systems Used:

  • Saleslogix
  • Nexus
  • Virtual Cabinet
  • MyCredo
  • Muinmos
  • WorldCheck
  • SIPP/Wrapper Portal(s) access
  • CS Homepage
  • CS Dashboard

For more information and to be personally recommended for this role, please contact

Code: J-02

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