Charity Client Relations Specialist

SmartRecruiters, Inc.

Greater London

On-site

GBP 40,000 - 52,000

Full time

5 days ago

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Benefits offered by this job

Life Assurance

Healthcare Plan

25 days holiday

Electric car scheme

Discounts

Job summary

Legal & General Investment Management (LGIM) in London is seeking a Client Relationship Executive to support charity and non-profit clients. You will coordinate communications, prepare meeting packs, and help ensure requests are handled promptly and professionally.

Working with Client Directors and Relationship Managers, you will maintain client records, assist with proposals, and support new business initiatives while delivering a high-quality service experience.

Qualifications

Strong client-service mindset with an interest in supporting charity and non-profit organisations.
Excellent organizational skills; able to manage multiple tasks and priorities.
Comfortable preparing presentations, reports and meeting materials with a high degree of accuracy and attention to detail.
Strong written and verbal communication skills with confidence interacting with internal and external stakeholders.
Experience supporting client relationships or general sales support within a financial services environment.
Proactive and collaborative approach with a willingness to learn and develop.
Excellent Microsoft Office skills, particularly PowerPoint, Excel and Word.
An interest in investment management, financial services or the charity sector.

Responsibilities

Providing day-to-day support to Client Directors and Client Managers, working with charity and non-profit clients.
Assisting with the preparation of client presentations, pitch documents, meeting packs, reports and other supporting materials.
Supporting the coordination and resolution of client enquiries, ensuring requests are tracked and progressed in a timely manner.
Supporting client relationship management activities, including maintaining client records, coordinating reviews and preparing follow-up communications.
Coordinating logistics for client meetings, events and conference calls, including scheduling, agenda preparation and note-taking.
Supporting new business and sales activity by helping to identify opportunities, preparing proposal materials and ensuring opportunities are progressed effectively.
Working closely with colleagues across investment, operations, marketing and client service teams to gather information and deliver client requests.
Maintaining accurate records of client interactions, business development activity and key actions to support effective relationship management.