Client Relationship Executive - Charities

SmartRecruiters, Inc.; Greater London; On-site; GBP 40,000 - 52,000; Full time

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.

Skills

Client service

Organizational skills

Presentations

Communication

Sales support

Proactive

MS Office

PowerPoint

Excel

Word

Investment Mgmt

Charity sector

Tools

PowerPoint

Excel

Word

Job description

Client Relationship Executive - Charities

• Full-time
• Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US)
• L&G Business Unit: Legal & General Investment Management
• L&G sub Business Unit: LGIM
• Primary Location: London, One Coleman Street
• Job Family: Client Relationship Management

Legal & General (L&G) is a leading UK financial services group and major global investor.

We've been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

We're looking for a Client Relationship Executive to support our Charity and Non‑Profit client team, helping to deliver a high-quality service experience for existing clients while supporting new business and relationship development activities. Working closely with Client Directors and Relationship Managers, you'll play a key role in coordinating client communications, preparing materials for meetings and pitches, managing client‑related administration and helping ensure client requests are handled efficiently and professionally.

This is a 12 month fixed term contract.

What you'll be doing

• 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

Who we're looking for

• A strong client-service mindset with an interest in supporting charity and non‑profit organisations
• Excellent organisational skills and the ability to manage multiple tasks and priorities effectively
• 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 both internal and external stakeholders
• Experience supporting client relationships or general sales support within a financial services environment
• A 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

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There's also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand‑new electric car through tax efficient salary sacrifice (permanent employees only)
• There are many discounts we offer – both for our own products and at a range of high street stores and online
• We're creating net-zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you'll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part‑time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn't matter if you don't meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

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