Client Service Executive (Investment Management)

JR United Kingdom; Sheffield; On-site; GBP 29,000 - 35,000; Full time

Job summary

A leading investment management firm is seeking a Client Services Executive to join their team in Sheffield. This role involves building client relationships, managing administrative processes, and offering outstanding service. Ideal candidates will have previous experience in financial services and strong client-facing skills, contributing to an impactful client experience within a dynamic environment.

Benefits

Hybrid working model

Professional growth opportunities

Dynamic work environment

Qualifications

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

Responsibilities

• Build lasting relationships with clients and stakeholders.
• Manage complete client lifecycle administration process.
• Act as go-to person for all administration queries.

Skills

Client-facing experience

Time management

Attention to detail

Strong IT skills

Proficiency in Microsoft Office

Job description

Social network you want to login/join with:

Client Service Executive (Investment Management), Sheffield, South Yorkshire

col-narrow-left

Client:

Location:

Sheffield, South Yorkshire, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

col-wide

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 their 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 are seeking 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 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, in adherence with a robust operating model. Ensure smooth portfolio valuation processes.
• Administrative Expertise: Act as the go-to person for all administration queries, lead discussions during client meetings, and provide valuable insights. 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 the client lifecycle administration, including onboarding, processing payments, and supporting portfolio valuation.
• Maintain client records and internal CRM systems.

Requirements:

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

What’s in it for you:

• Thriving Environment: Join a fast-growing boutique Investment House in Bristol, where exciting growth and expansion foster 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, making a real difference in clients' lives, and building lasting relationships.
• Professional Growth: Enhance your skills and expertise in financial services through diverse projects, collaboration with experienced professionals, and ongoing training.

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