Client Services Executive

Praetura Investments; Manchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm is seeking a Client Services Executive in Manchester. The role involves delivering professional service to clients and managing client processes through the investment lifecycle. Ideal candidates will have client-facing experience, proficiency in Microsoft 365, and strong communication skills. This position offers an excellent opportunity to join a growing business focused on client satisfaction.

Qualifications

• Experience in a client-facing role, ideally within an FCA-regulated investment manager or financial advice firm.
• Strong working knowledge of Microsoft 365, particularly Excel.
• Excellent verbal and written communication skills.

Responsibilities

• Deliver an efficient, professional service to clients and financial advisers.
• Manage and administer all client processes across the full investment lifecycle.
• Maintain accurate records in the back-office systems.

Skills

Client-facing experience

Microsoft 365 proficiency

Organizational skills

Excellent communication skills

Personal accountability

Job description

Client Services Executive

Praetura Investments is pleased to invite applications for the role of Client Services Executive.

This is an excellent opportunity for a hardworking, committed individual to join an ambitious and growing business, and to play a key role in the development of our Client Services function.

The purpose of the role is to support Praetura Investments' clients, financial advisers and internal teams, helping us to maintain a high standard of service as our client base continues to expand.

Key Responsibilities

• Deliver an efficient, professional service to clients and financial advisers.
• Manage and administer all client processes across the full investment lifecycle, from onboarding through to withdrawal.
• Maintain accurate records in our back-office systems and support the upkeep of our online investor portal.
• Answer incoming calls and proactively resolve queries raised by clients and their financial advisers.
• Provide day-to-day administrative support to internal teams and external stakeholders, building strong working relationships and maintaining regular contact.
• Ensure all tasks are completed to a high standard and in line with internal service level agreements (SLAs).

Skills & Experience

• Experience in a client-facing role, ideally within an FCA-regulated investment manager or financial advice firm.
• Strong working knowledge of Microsoft 365, particularly Excel.
• Strong organisational skills, with the ability to manage competing priorities, meet deadlines and adapt to changing requirements.
• Excellent verbal and written communication skills; confidence in dealing with financial advisers / intermediaries and their clients.
• A strong sense of personal accountability and a commitment to consistently delivering high-quality work.