Client Service Executive (Wealth Management) 6 Month FTC

Montpellier Resourcing; London; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading boutique Investment House in London is seeking a Client Services Executive. This role involves managing client relationships while ensuring a continuity of service across the client lifecycle. The position offers a hybrid working model and a vibrant environment for professional growth.

Benefits

Hybrid Working

Thriving Environment

Professional Growth

Qualifications

• Experience in Financial Services is essential.
• Experience in wealth and investment management is highly desirable.
• Personable and professional with strong administrative skills.

Responsibilities

• Act as the first point of contact for client enquiries.
• Manage the client lifecycle administration process.
• Maintain client records and CRM systems.

Skills

Client facing experience

Strong IT skills

Time management

Attention to detail

Tools

Microsoft Office

Job description

Up to £45,000 (pro rata) plus EXCELLENT benefits

6 month FTC

Hybrid working available!

A fantastic opportunity has arisen to join a boutique Investment House based in the heart of London as they seek to hire a Client Services Executive to join their client team. You will be responsible for acting as the first point of contact for client enquiries, managing all client lifecycle processes, and working to guarantee that every client is provided with excellent continuity and completeness of service.

Duties of the Client Services Executive to include:

• Develop and maintain relationship with clients and stakeholders, proactively engaging with clients to help them get up to date with matters in hand and deliver their desired outcomes.
• Manage the client lifecycle administration process. Ensure that all processes are in adherence with the Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes.
• Maintaining client records and internal CRM systems
• Supporting the Investment Team with gathering relevant information to support client suitability.
• Acting as the 'go to' person for administration queries and as the client's first point of contact. This will involve attending client meetings and leading discussions regarding administration matters.
• Support relationship with Investment Managers, clients and external providers.

Requirements for the successful Client Services Executive candidate:

• Previous experience in Financial Services managing the complete lifecycle of administration processes. Experience in wealth and/or investment management highly desirable
• Client facing and administration experience is essential
• Personable and professional with strong time management skills and a keen eye for detail
• Strong IT skills including Microsoft Office packages.

Benefits and what's in it for you:

• Hybrid Working: Offering you flexibility and balance
• Thriving Environment: Join a fast-growing boutique Investment House in the heart of London, where exciting growth and expansion creates a dynamic and stimulating work environment
• 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 Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.