Client Service Executive (Investment Management)

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

Job summary

A leading Investment Management firm is actively seeking a Client Services Executive to join their team in Watford. This role involves fostering strong client relationships and managing the complete client lifecycle administration. Join a dynamic environment with excellent growth opportunities and make a meaningful impact in the financial services sector.

Benefits

Excellent bonus and benefits

Professional growth opportunities

Thriving work environment

Qualifications

• Previous experience within financial services highly advantageous.
• Strong IT skills including proficiency in Microsoft Office.
• Personable and professional with strong time management skills.

Responsibilities

• Foster relationships with clients and stakeholders to deliver outcomes.
• Manage client lifecycle administration from onboarding to payment processing.
• Act as lead for administration queries during client meetings.

Skills

Client-facing experience

Strong IT skills

Time management skills

Attention to detail

Tools

Microsoft Office

Job description

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Client Service Executive (Investment Management), Watford, Hertfordshire

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Client:

Location:

Watford, Hertfordshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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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 on the hunt for a dedicated Client Services Executive to join this vibrant client team based in Manchester.

This leading Investment Management firm strives to deliver unparalleled financial services to their esteemed clients. Now, 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.

Duties of the Client Services Executive 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. You'll be instrumental in ensuring smooth portfolio valuation processes.
• Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings, and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability.
• Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.
• Manage the client lifecycle administration process, including onboarding, processing client payments, and supporting portfolio valuation processes, all in adherence with the Operating Model.
• Maintain client records and internal CRM systems.

What we need from you as a Client Service Executive:

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

What’s in it for you:

• Thriving Environment: Join a fast-growing boutique Investment House in the heart of Bristol, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
• Meaningful Client Impact: As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
• Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development.

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