Client Service Executive (Investment Management)

Job Title: Client Service Executive

Industry: Investment Management

Location: Central London

Salary: up to £45,000

Job Reference: 9785

Only apply if you have IFA Admin experience supporting Financial Advisers or Investment Managers.

Job description

We are working with a longstanding and highly successful investment management firm, who are also 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 alongside the Investment Manager 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 client services or eventually become an Investment Manager yourself.

There is an expectation to stay in this role for a few years so you can build strong experience in this position before progressing forward but you will have the opportunity to pursue further qualifications in this position.

Duties will include but not limited to:

Liaise with clients and maintain ongoing relationships in different team

Manage the full client lifecycle administration process in a timely manner with ownership and accountability

End to end management of account opening, onboarding, transfer processes, client payments, account amendments and portfolio valuations.

Understand client suitability requirements and support the IM with this by producing client summaries and welcome letters.

Adhere to compliance regulations

Be the first point of contact for clients and be the SME for all things relating to administration which will include attending client meetings and leading discussions around status of administrative tasks.

Benefits:

Salary up to £45,000

Hybrid working

Excellent training and development

10% pension contribution

25 days holiday, rising to 30. +/- 5 days

Clear long term progression routes

Support with professional qualifications

Attractive benefits package including private medical

Skills and experience required:

Experience working in a similar position within Investment Management or Wealth Management.

Experience managing end to end administration processes

Strong communication and client facing experience

Only apply if you have IFA Admin experience supporting Financial Advisers or Investment Managers.

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