Client Service Executive

Core-Asset Consulting Ltd; Liverpool City Region; On-site; GBP 30,000 - 40,000; Full time

Job summary

A successful investment management firm is offering a permanent position for a Client Service Executive in their Manchester office. The role involves acting as the main contact for client inquiries, managing the client life-cycle process, and ensuring top-notch service delivery. Applicants should have experience in a client-support role within the financial services sector and excellent communication skills. With a competitive salary and benefits package, this role presents an opportunity to contribute to client relationship management.

Benefits

Highly competitive salary

Wider benefits package

Qualifications

• Experience in client-facing or client-support role in financial services.
• Proven ability to manage client administration processes.
• Desirable experience in managing or mentoring staff.

Responsibilities

• Serve as the first point of contact for clients.
• Manage client life-cycle including on-boarding and account maintenance.
• Liaise between clients and internal teams.

Skills

Client-facing experience

Knowledge of regulatory environment

Attention to detail

Interpersonal skills

Communication skills

Education

GCSEs (A-C) in English and Maths

Job description

Our client, a successful investment management firm, has a great opportunity for a Client Service Executive based in their Manchester office.This is a permanent opportunity to play a key role in supporting the client relationship management process and ensuring the highest standards of service delivery.

As a Client Service Executive, you will act as the primary contact for client enquiries and take full responsibility for client life-cycle processes.You will work closely with investment managers, operations, and other internal stakeholders to deliver seamless and efficient service to clients.

Essential Skills/Experience:

• Experience in a client-facing or client-support role within the financial services sector.
• Strong knowledge of the regulatory environment and investment products/services.
• Proven ability to manage end-to-end client administration processes with accuracy and attention to detail.
• Experience in managing or mentoring administrative staff is desirable.
• Excellent interpersonal and communication skills, with the confidence to represent the firm in client interactions.
• Minimum of GCSEs (A-C) or equivalent in English and Maths.

Core Responsibilities:

• Serve as the first point of contact for clients, building strong relationships and delivering a responsive, professional service.
• Manage all aspects of the client life-cycle, including on-boarding, account maintenance, and periodic reviews.
• Liaise between clients and internal teams to ensure clear communication and timely resolution of requests.
• Adhere to internal operating models and regulatory standards while actively identifying opportunities for process improvement.
• Support the investment team with client suitability requirements, including the collection of relevant documentation and production of client summaries and correspondence.
• Attend client meetings as needed, providing administrative expertise and ensuring client needs are met efficiently.
• Collaborate with colleagues across the wider operations and administration functions to develop and promote best practices.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16116

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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