Client Service Executive (Investment Management)

JR United Kingdom; Oxford; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A rapidly growing Investment Management firm is seeking a dedicated Client Services Executive to enhance client relationships and streamline processes. The role offers opportunities for professional growth in a thriving environment, along with competitive compensation and hybrid work arrangements.

Benefits

Opportunities for professional growth

Dynamic work environment

Meaningful client impact

Qualifications

• Experience in financial services is highly advantageous.
• Personable and professional demeanor required.

Responsibilities

• Foster and maintain strong relationships with clients.
• Manage the entire client lifecycle from onboarding to payment processing.
• Provide administrative support and handle queries.

Skills

Client-facing experience

Time management

Attention to detail

Proficiency in Microsoft Office Suite

Job description

Client Service Executive (Investment Management), Oxford District

Details

• Location: Oxford District, United Kingdom
• Job Category: Other
• EU work permit required: Yes
• Job Views: 2
• Posted: 06.06.2025
• Expiry Date: 21.07.2025

Job Description

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

Work 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 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 key point of contact for clients, ensuring seamless communication and outstanding service.

Responsibilities

• Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging to deliver exceptional outcomes and keep them informed.
• Streamlining Processes: Manage the entire client lifecycle, from onboarding to payment processing, ensuring adherence to operational standards. Support portfolio valuation processes.
• Administrative Support: Handle administration queries, lead discussions during client meetings, and support the Investment Team by gathering necessary information for client suitability.
• Collaborative Support: Work closely with Investment Managers, clients, and external partners to ensure seamless collaboration and strengthen relationships.
• Maintain client records and internal CRM systems.

Candidate Requirements

• 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, offering a dynamic work environment with opportunities for growth.
• Meaningful Client Impact: Play a key role in shaping exceptional client experiences and building lasting relationships.
• Professional Growth: Enhance your skills through diverse projects, collaboration, and ongoing training.

This vacancy is advertised by Montpellier Resourcing Associates Limited, an employment agency.