Client Services Executive

Meraki Talent Limited; United Kingdom; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading recruitment firm is seeking a Client Services Executive for a prominent investment management company in Glasgow. The role entails being the first point of contact for clients, providing top-quality service, and managing various aspects of client administration. Candidates must have a strong background in Financial Services and a commitment to maintaining client relationships. This is a permanent position that offers a flexible, hybrid working environment.

Qualifications

• Background in Financial Services, specifically Investment or Wealth Management.
• Proven track record in managing client administration processes.
• Ability to build and retain relationships with Investment Managers.

Responsibilities

• First point of contact for clients, providing lifecycle advice.
• Ensure client queries are responded to within strict timelines.
• Complete onboarding, transfers, and payments.

Skills

Client relationship management

Financial products administration

Data reporting

Job description

Meraki Talent is recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow.

Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first-class client service.

Key Duties

• First point of contact for clients, providing life cycle advice
• Providing administration experience relating to financial products
• Ensuring client queries are responded to within strict timescales
• Ensuring onboarding, transfers and payments are completed by the middle office function
• Gathering and reporting data for client review meetings
• Ensuring client administration is completed to set SLA's and Investment Managers are kept up to date on the progress
• Gathering data for suitability reviews

Qualifications

Applicants should have a background in Financial Services, particularly Investment or Wealth Management, with a proven track record in managing the client administration process. It is imperative you can build and retain relationships with Investment Managers and other third parties, ensuring a first-class client service.

This is a permanent opportunity that adopts a hybrid approach to working, offering added flexibility.

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