Client Service Executive (Investment Management)

JR United Kingdom; Crawley; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading Investment Management firm in Crawley seeks a Client Services Executive to enhance client relationships and manage the client lifecycle. This role offers substantial growth opportunities within a dynamic environment, requiring strong client-facing skills and attention to detail.

Benefits

Professional growth opportunities

Dynamic work environment

Qualifications

• Experience in financial services is advantageous.
• Personable and professional demeanor.
• Proficiency in Microsoft Office packages.

Responsibilities

• Foster and maintain strong client relationships.
• Manage client lifecycle administration from onboarding to payment processing.
• Act as primary contact for administration queries.

Skills

Client-facing experience

Strong time management

Attention to detail

Strong IT skills

Tools

Microsoft Office

Job description

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Client Service Executive (Investment Management), Crawley, West Sussex

Location: Crawley, West Sussex, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Details

Views: 2

Posted: 06.06.2025

Expiry Date: 21.07.2025

Job Description

Salary: Up to £35,000 plus excellent bonus and benefits

Working Arrangement: Hybrid working available

Location: 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 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 seek 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.

Key Responsibilities

• 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 the operating model. Ensure smooth portfolio valuation processes.
• Administrative Support: Act as the primary 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.
• Manage client lifecycle processes, including onboarding, payment processing, and portfolio valuation support.
• Maintain client records and internal CRM systems.

Candidate Requirements

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

What We Offer

• Thriving Environment: Join a fast-growing boutique Investment House in Bristol, with exciting growth and a dynamic work environment 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 through diverse projects, collaboration, and ongoing training and development.

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