Client Service Executive (Investment Management)

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

Job summary

An exceptional opportunity awaits as a Client Service Executive at a leading Investment Management firm. Based in Birmingham, the role focuses on building relationships with clients, managing the client lifecycle, and working collaboratively with investment teams. The firm offers a thriving environment for professional growth and impact within financial services.

Benefits

Thriving Environment

Meaningful Client Impact

Professional Growth Opportunities

Qualifications

• Previous experience in financial services (highly advantageous).
• Personable and professional with strong time management skills.
• Attention to detail required.

Responsibilities

• Foster and maintain strong relationships with clients.
• Manage the complete client lifecycle administration process.
• Act as the main contact for administration queries.

Skills

Time Management

Attention to Detail

Client-facing Skills

Strong IT Skills

Tools

Microsoft Office

Job description

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Client Service Executive (Investment Management), Birmingham

Location: Birmingham, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

Up to £35,000 plus EXCELLENT bonus and benefits

Hybrid working available

Manchester-based

Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're seeking a dedicated Client Services Executive to join this vibrant client team based in Manchester.

This leading Investment Management firm strives to deliver unparalleled financial services to their esteemed clients. With exciting growth and expansion, they are looking for 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, adhering to a robust operating model. Ensure smooth portfolio valuation processes.
• Administrative Support: Act as the main point of contact for 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 to ensure seamless collaboration and strengthen relationships.

Requirements:

• Previous experience in financial services (highly advantageous)
• Client-facing experience within financial services required
• Personable, professional, with strong time management skills and attention to detail
• Strong IT skills, including Microsoft Office

What’s in it for you:

• Thriving Environment: Join a fast-growing boutique Investment House in Manchester, where growth and expansion create a dynamic work environment. Be part of a team that values innovation, collaboration, and continuous learning.
• Meaningful Client Impact: Play a pivotal role in shaping exceptional client experiences and building lasting relationships.
• Professional Growth: Enhance your skills and expertise in financial services through diverse projects, collaboration, and ongoing training.

This vacancy is being advertised by Montpellier Resourcing Associates Limited, an Employment Agency.