Client Service Executive (Investments) 12 month FTCHybrid working available!Up to £45,00012 month FTCAre you ready to embark on a thrilling journey with a rapidly growing boutique Investment House in the heart of the City? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team on a 12 month FTC.This leading Investment Management firm strives to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service, with a focus on the charities clients.Duties of the Client Services Executive include:Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes.Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability.Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.What we need from you as a Client Service Executive:Previous experience working within Investment Management is essentialPrevious experience working within a Charities team is highly desirableClient-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 that truly values its employees!
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