Location: Cambridge
Contract: 12 Month FTC
Working pattern: Primarily office based
About the Role
As the Client Service Executive, you will act as the primary point of contact for client enquiries and manage all client lifecycle processes. You will oversee the operating model for the investment management team while delivering excellent client service. In this varied role you will support a team of thirteen Investment Managers with administration, report writing, and be involved in office-wide projects such as marketing and events.
Responsibilities
* Develop and maintain relationships with clients and business stakeholders to deliver desired outcomes.
* Manage the client lifecycle administration process, ensuring a timely and efficient client experience.
* Act as the main liaison between clients, the investment team, operations, and other key stakeholders, keeping all parties informed.
* Follow and adhere to the RIM Operating Model for account opening, onboarding, transfers, client payments, and portfolio valuation processes, escalating enhancement suggestions.
* Support suitability requirements by gathering information (ATRQ, Financial Questionnaires) and producing client summaries/welcome letters.
* Share best practice with the team and wider administration functions.
* Serve as the first point of contact for administration queries, attending client meetings and leading discussions on administration matters.
About You
* Knowledge of the regulatory environment in which we operate.
* Understanding of the products and services we provide.
* Willingness and ability to liaise with clients in writing and verbally.
* Ability to assimilate information into succinct reports.
* Experience managing end‑to‑end administration processes in Financial Services.
* Desirable experience managing administrative staff and client‑facing experience.
Benefits
* Company pension – 9% non‑contributory or 10% if you contribute 5%.
* Private medical insurance – individual on joining, family after 1 year’s service.
* Life assurance – 8× salary.
* Income protection – 75% salary.
* Company share scheme.
* Flexible holidays – purchase up to 5 additional days.
* Discretionary bonus.
* Green Car Scheme.
* Family‑friendly policies – enhanced family leave for parents & carers.
* Study support – study days and funding for courses and qualifications.
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