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Our client, a successful investment management firm, has a great opportunity for a Client Service Executive based in their Manchester office. This is a permanent opportunity to play a key role in supporting the client relationship management process and ensuring the highest standards of service delivery.
As a Client Service Executive, you will act as the primary contact for client enquiries and take full responsibility for client lifecycle processes. You will work closely with investment managers, operations, and other internal stakeholders to deliver seamless and efficient service to clients.
Essential Skills/Experience:
* Experience in a client-facing or client-support role within the financial services sector.
* Strong knowledge of the regulatory environment and investment products/services.
* Proven ability to manage end-to-end client administration processes with accuracy and attention to detail.
* Experience in managing or mentoring administrative staff is desirable.
* Excellent interpersonal and communication skills, with the confidence to represent the firm in client interactions.
* Minimum of GCSEs (A–C) or equivalent in English and Maths.
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Core Responsibilities:
* Serve as the first point of contact for clients, building strong relationships and delivering a responsive, professional service.
* Manage all aspects of the client lifecycle, including onboarding, account maintenance, and periodic reviews.
* Liaise between clients and internal teams to ensure clear communication and timely resolution of requests.
* Adhere to internal operating models and regulatory standards while actively identifying opportunities for process improvement.
* Support the investment team with client suitability requirements, including the collection of relevant documentation and production of client summaries and correspondence.
* Attend client meetings as needed, providing administrative expertise and ensuring client needs are met efficiently.
* Collaborate with colleagues across the wider operations and administration functions to develop and promote best practices.
Benefits:
* A highly competitive salary
* Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16116 Online job hunting tools
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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Created on 05/06/2025 by Core-Asset Consulting
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