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Client:
Location:
chesterfield, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
2
Posted:
06.06.2025
Expiry Date:
21.07.2025
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Job Description:
Up to £35,000 plus EXCELLENT bonus and benefits
Hybrid working available
Manchester-based
Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're seeking a dedicated Client Services Executive to join this vibrant team based in Manchester.
This leading Investment Management firm strives to deliver unparalleled financial services to their esteemed clients. With exciting growth and expansion, 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.
Duties 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. Ensure smooth portfolio valuation processes.
* Administrative Expertise: Act as the go-to person for all administration queries, lead discussions during client meetings, and support the Investment Team by gathering essential information to support client suitability.
* Collaborative Support: Work closely with Investment Managers, clients, and external partners to ensure seamless collaboration and strengthen relationships.
* Manage the client lifecycle administration, including onboarding, payment processing, and portfolio valuation support.
* Maintain client records and internal CRM systems.
Requirements:
* Experience in financial services is highly advantageous.
* Client-facing experience within financial services is required.
* Personable, professional, with strong time management skills and keen attention to detail.
* Strong IT skills, including proficiency in Microsoft Office.
Benefits:
* Thriving Environment: Join a fast-growing boutique Investment House in Bristol, with exciting growth and expansion, fostering a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning.
* Meaningful Client Impact: Play a pivotal role in shaping exceptional client experiences and building lasting relationships.
* Professional Growth: Enhance your skills and expertise in financial services through diverse projects, collaboration with experienced professionals, and ongoing training.
This vacancy is advertised by Montpellier Resourcing Associates Limited, an employment agency.
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