Client Executive (Investments)

Up to £45,000 plus bonus and benefits

Hybrid working available!

Are you a client service superstar ready to make a tangible impact within a rapidly expanding, highly regarded boutique Investment Management firm? Do you thrive on building exceptional relationships and being the trusted face of an organization committed to unparalleled financial services?

A fantastic opportunity has arisen to join a highly regarded boutique Investment Management company in the heart of the City! We're on the hunt for a dedicated Client Services Executive to join this vibrant team to work closely with Investment Directors to ensure clients are always receiving the highest level of support. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization.

Duties of the Client Services Executive to include:

• Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
• Adhere to all client lifecycle processes in line with the Operating Model (including end-to-end management of account opening, onboarding, transfers, client payments, and account amendments; supporting quarterly portfolio valuations) and escalate process improvement suggestions as needed.
• Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes.
• Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability.
• Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.

What we need from you as a Client Service Executive:

• Previous experience working within Investment Management is essential
• Client Facing experience within financial services is required.
• Personable and professional with strong time management skills and a keen eye for detail
• Strong IT skills including Microsoft Office packages.

What's in it for you:

• Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
• Meaningful Client Impact: As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
• Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency