Client Service Executive – Investment Platform & Custody

Cameron Kennedy; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

Cameron Kennedy is partnering with a well-established FCA-regulated investment platform and custody provider to appoint a Client Service Executive in London. You will be the day-to-day service contact for institutional clients, owning service delivery, resolving live issues and running structured reviews.

You will act as the customer champion internally, ensuring good outcomes for clients and their underlying retail customers within a compliant framework.

Qualifications

• Institutional client service experience is required.
• Experience with platform custody or wealth administration is preferred.
• Proven ability to deliver excellent client service and outcomes.

Responsibilities

• Manage day-to-day client engagement, coordinating internal teams.
• Own first-line support for live client issues and track resolutions.
• Deliver against SLAs and produce client MI packs and reviews.
• Log and manage complaints with root-cause analysis.
• Complete due diligence tasks: onboarding, KYC/CDD reviews, ID&V checks.
• Support customer journey focusing on Consumer Duty and vulnerable customers.

Skills

Institutional client service

Platform custody

Client relationship management

Problem solving

Stakeholder communication

MI reporting

Job description

Client Service Executive - Investment Platform & Custody

London | Permanent | Competitive salary + benefits

Cameron Kennedy is partnering with a well-established, FCA-regulated investment platform and custody provider to appoint a Client Service Executive to its Client Engagement team in London.

The role

You’ll be the day-to-day service contact for a portfolio of institutional clients, owning service delivery, resolving live issues and running structured service reviews. You’ll act as the customer champion internally, making sure the firm delivers good outcomes for clients and their underlying retail customers.

Key responsibilities

• Manage day-to-day client engagement, responding to queries quickly and accurately and coordinating internal teams


• Own first-line support for live client issues, including root-cause analysis and raising and tracking JIRA tickets through to resolution


• Deliver against agreed SLAs and produce client MI packs and service reviews for senior management


• Log and manage complaints in line with policy and regulation, identifying root causes and trends


• Complete client due diligence tasks: onboarding, periodic KYC/CDD reviews, ID&V, adverse media screening and source of wealth checks


• Support the customer journey with a focus on Consumer Duty and customers with characteristics of vulnerability


• Maintain client records and user profiles, and work within the firm's control and compliance framework

What you'll bring

• You MUST have at least 2 years' institutional client relationship or client service experience. Applications without institutional experience will not be considered.


• Platform, custody or wealth administration background strongly preferred


• A proven track record of delivering excellent client service and good customer outcomes


• Strong problem-solving skills with a continuous improvement mindset


• Confident communication with external clients and internal stakeholders at all levels


• Experience producing management information to support planning and decision-making