Client Service Executive (Investment Management)

JR United Kingdom; Leeds; Hybrid; GBP 35,000 - 42,000; Full time

Job summary

A leading Investment Management firm is seeking a skilled Client Services Executive to join their team in Manchester. This role focuses on building client relationships, managing client lifecycle administration, and providing collaborative support to ensure outstanding service. The ideal candidate will have experience in financial services and strong communication skills.

Benefits

Dynamic work environment

Professional growth opportunities

Exceptional client experience impact

Qualifications

• Experience in financial services (highly advantageous).
• Personable and professional demeanor.

Responsibilities

• Foster and maintain strong relationships with clients and stakeholders.
• Manage client lifecycle administration and ensure smooth portfolio valuation processes.
• Handle administration queries and support the Investment Team.

Skills

Client-facing experience

Strong time management

Attention to detail

Tools

Microsoft Office Suite

Job description

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Client Service Executive (Investment Management), Leeds, West Yorkshire

Location: Leeds, West Yorkshire, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 2

Posted: 06.06.2025

Expiry Date: 21.07.2025

Job Description:

£35,000 up to + 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 are seeking a dedicated Client Services Executive to join their vibrant team based in Manchester.

This leading Investment Management firm strives to deliver unparalleled financial services to their clients. With exciting growth and expansion, they seek a proactive, client-focused individual to be the face of the organization. As a Client Services Executive, you'll be the key point of contact for clients, ensuring seamless communication and outstanding service.

Duties of the Client Services Executive include:

• Building Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging to deliver exceptional outcomes and keep them informed.
• Streamlining Processes: Manage the client lifecycle administration, from onboarding to payment processing, adhering to operational standards. Ensure smooth portfolio valuation processes.
• Administrative Support: Handle administration queries, lead 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 for the Client Service Executive:

• Experience in financial services (highly advantageous)
• Client-facing experience within financial services
• Personable, professional, with strong time management and attention to detail
• Proficient in Microsoft Office Suite

What’s in it for you:

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

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