Client Service Executive

Recruit UK Ltd
London

Job Title: Client Service Executive


Industry:
Investment Management


Location:
London


Salary:
£40,000 – £45,000


Job Reference:
9785


Job Description:

We are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals.

As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely with multiple Investment teams and be the first point of contact for clients. There is endless opportunities for personal growth and career development in this role, whether you want to stay in the back office side of investments, or eventually become an adviser yourself!


Duties will include but not limited to:

  • Develop and maintain relationships with clients and business stakeholders
  • Manage the full administration process
  • Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM Operating Model
  • Adhere to compliance regulations
  • Support with the junior administrators


Benefits:

  • Competitive salary of Up to £45,000
  • Hybrid working
  • Excellent training and development
  • 10% pension contribution
  • 25 days holiday, rising to 30. +/- 5 days
  • Clear progression routes
  • Support with professional qualifications
  • Bonus/commission scheme
  • Attractive benefits package including private medical


Skills and experience required:

  • Experience working in a similar position within Investment Management (essential)
  • Experience managing a team of administrators (ideal)
  • Strong communication and client facing experience
Posted 2025-07-17

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