Client Service Executive (Financial Services)

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Client:

Location:

Midlands, UK, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

0327ff520fdb

Job Views:

8

Posted:

24.04.2025

Expiry Date:

08.06.2025

Job Description:

Hybrid working available!

Up to £45,000 plus bonus and benefits

Are you ready to embark on a thrilling journey with a rapidly growing boutique Investment House? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team.

This leading Investment Management firm strives 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. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service.

Responsibilities 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.
• 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, lead discussions during client meetings, and support the Investment Team by gathering essential information for client suitability.
• Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.
• Supporting Junior Members of the team

Requirements:

• Previous experience working within Investment Management (essential)
• Experience managing administration staff (highly desirable)
• Client-facing experience within financial services (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: 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 that allows you to balance work and home life seamlessly. This company truly values its employees with an extensive benefits package.

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