Client Service Executive (Investment Management)

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

Job summary

A leading Investment Management firm is seeking a Client Service Executive based in Preston to deliver exceptional client service and manage relationships. The role involves client lifecycle administration and collaboration with investment managers. Competitive salary up to £35,000 with bonuses, in a dynamic hybrid working environment.

Benefits

Dynamic work environment

Opportunities for growth

Ongoing training

Qualifications

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

Responsibilities

• Ensure seamless communication and outstanding service to clients.
• Build lasting relationships and manage client lifecycle administration.
• Support portfolio valuation processes and maintain client records.

Skills

Client-facing skills

Strong IT skills

Time management

Attention to detail

Tools

Microsoft Office

Job description

Client Service Executive (Investment Management), Preston, Lancashire

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

Working arrangement: Hybrid working available

Location: Preston, Lancashire, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 2

Posted: 06.06.2025

Expiry Date: 21.07.2025

Job Description:

Are you looking to develop your career within Investments and Wealth Management? Our client, a leading Investment Management firm based in Manchester, is expanding and seeking a dedicated Client Services Executive to join their vibrant team.

This role involves being the face of the organization, ensuring seamless communication and outstanding service to clients. The responsibilities include building lasting relationships, managing client lifecycle administration, supporting portfolio valuation processes, maintaining client records, and working closely with investment managers and external partners.

Requirements:

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

What’s in it for you:

• Join a fast-growing boutique Investment House in Bristol, offering a dynamic work environment with opportunities for growth.
• Play a pivotal role in shaping exceptional client experiences and building lasting relationships.
• Enhance your skills and expertise through diverse projects, collaboration, and ongoing training.

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