Client Service Executive (Investment Management)

JR United Kingdom; Woking; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading investment management firm in the UK seeks a Client Service Executive to enhance client interactions and administrative processes. The role offers a hybrid working model and opportunities for professional growth in a dynamic environment valuing innovation and collaboration.

Benefits

Professional growth opportunities

Dynamic work environment

Exciting growth in a boutique investment house

Qualifications

• Experience in financial services is highly advantageous.
• Personable, professional, with strong time management skills.
• Detail-oriented with proficiency in IT.

Responsibilities

• Foster relationships with clients and stakeholders.
• Manage client lifecycle administration and payment processing.
• Support Investment Team with administrative tasks.

Skills

Client-facing experience

Strong IT skills

Time management

Attention to detail

Tools

Microsoft Office

Job description

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Client Service Executive (Investment Management), Woking

Location: Woking, 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

Based in Manchester

Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exciting opportunity awaits you! We are seeking a dedicated Client Services Executive to join a vibrant team based in Manchester.

This leading Investment Management firm strives to deliver exceptional financial services. With growth and expansion, they seek a proactive, client-focused individual to be the face of the organization. As a Client Services Executive, you will 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 to deliver exceptional outcomes and keep them informed.
• Streamlining Processes: Manage the complete client lifecycle administration, from onboarding to payment processing, ensuring smooth portfolio valuation processes.
• Administrative Expertise: Act as the go-to person for administration queries, lead discussions during 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 is highly advantageous.
• Client-facing experience within financial services is required.
• Personable, professional, with strong time management skills and keen attention to detail.
• Strong IT skills, including Microsoft Office.

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 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 through diverse projects, collaboration, and ongoing training.

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