Investment Client Services Executive (Charity Clients)

Montpellier Resourcing; Greater London; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A respected Investment Management firm in Greater London is looking for a proactive Client Associate to support charity clients. The role involves relationship management, overseeing account operations, and ensuring excellent client experiences. Ideal candidates should have experience in Investment Management and a strong understanding of charity client needs. The firm offers a hybrid working model and exceptional benefits, making it an appealing workplace for growth-oriented professionals.

Benefits

Hybrid working

Excellent benefits

Thriving work environment

Opportunities for career growth

Qualifications

• Experience working within Investment Management is essential.
• Progression from a CSA role or equivalent experience is required.
• Experience supporting Charity clients highly desirable.

Responsibilities

• Develop and maintain relationships with Charity clients.
• Oversee management of account actions including onboarding.
• Act as the primary liaison between clients and investment teams.
• Gather information to support client suitability.

Skills

Client Facing experience within financial services

Technical Knowledge of Investment Proposition Suites

Strong IT skills including Microsoft Office

Time management skills

Personable and professional demeanor

Education

Investment Operations Certificate (IOC)

Job description

Overview

Up to £45,000 plus bonus and benefits

Hybrid working available!

Are you a client service superstar with a passion for the non-profit sector? A fantastic opportunity has arisen to join a highly regarded Investment Management firm in the heart of the City, specifically within our Charities team.

We are seeking a proactive Client Associate to act as the lead contact for all Charities Client Lifecycle tasks. You will be the "go-to" person for our charity clients, working closely with Investment Directors to deliver unparalleled service and ensure their unique mission-driven goals are supported by seamless administration.

Responsibilities

• In this role, you will take full ownership of the Charities client journey, ensuring excellence at every touchpoint:
• Relationship Management: Develop and maintain deep relationships with Charity clients and stakeholders, utilizing your knowledge of their specific requirements to deliver desired outcomes.
• Lifecycle Leadership: Lead the end-to-end management of account opening, onboarding, transfers, and account amendments in line with our Operating Model.
• Administrative Ownership: Act as the primary liaison between clients, investment teams, and operations. You will lead discussions on administrative matters during client meetings.
• Suitability Support: Help the Investment Team gather essential information to support client suitability and produce tailored client summaries and welcome letters.
• Process Excellence: Oversee the operating model for your team, ensuring all group-wide processes meet KPI benchmarks while proactively escalating suggestions for process enhancement.

Requirements

• Previous experience working within Investment Management is essential. Experience specifically supporting Charity clients is highly desirable.
• Progression from a CSA role or equivalent external experience managing end-to-end financial administration.
• Technical Knowledge: A broad understanding of Investment Proposition Suites and the regulatory environment. An Investment Operations Certificate (IOC) is desirable.
• Client Facing experience within financial services is required.
• Personable and professional with strong time management skills and a keen eye for detail
• Strong IT skills including Microsoft Office packages.

What’s in it for you

• Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
• Meaningful Client Impact: As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
• Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency