Client Executive

JR United Kingdom; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in investment management is seeking a Client Executive to support Portfolio Managers. This role involves managing client relationships, handling portfolio administration, and ensuring effective communication with clients. The ideal candidate will have relevant experience in asset management and strong organizational skills.

Qualifications

• Experience in Asset Management or Financial Services.
• Relevant industry qualification required.

Responsibilities

• Act as a key contact for clients and manage portfolio administration requests.
• Create reporting documents for client meetings using Excel and PowerPoint.
• Handle client onboarding and communication with external stakeholders.

Skills

Attention to Detail

Organizational Skills

Time Management

Service Orientation

Education

CISI

CFA

IMC

Job description

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We are partnered with a Global Investment Management firm to support with a key hire for a Client Executive to working closely with two experienced Portfolio Managers. The overarching objective of the role is to provide an efficient and integrated administration service to a Portfolio Management Team, facilitating the productivity of Team members and enabling them to spend more time communicating with clients.

Responsibilities

• The Client Executive is an important point of contact with clients (and potential clients).
• Deal with portfolio administration requests i.e. transfer of money, aiding the set-up of new portfolios, changing standing orders and ISA subscriptions etc
• Creating and producing reporting documents for client meetings using Excel and PowerPoint
• Responsible for mail outs (via email), including the quarterly valuation letters
• Client on boarding – handling the distribution and overseeing completion of new client paperwork.
• Updating client data as necessary when client circumstances change
• Communicating with external stakeholders, e.g. pension providers and IFAs
• Assisting in the co-ordination of new assets being transferred into client accounts
• Participate in any project work that impacts the Team – as directed by the Operations Oversight, Client Life Cycle Team or Compliance
• Organise and book events for Team members
• Organise UK and international travel
• Inbox management for Portfolio Managers when out of office

Required Experience

• Relevant industry experience having worked in either Asset Management or broader Financial Services.
• Relevant industry qualification (e.g. CISI, CFA, IMC or similar equivalent)
• Conscientious attention to detail
• Professional and confident telephone manner
• Excellent organisational skills
• Excellent time management and forward thinking - demonstrated skill in anticipating and responding to shifting priorities
• Strong service orientation with the highest standards in responding to and servicing clients