Client Service Executive
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
Recommended Jobs
Photography & Film Assistant
Do you like history? Do you dig old films? Can you shoot and edit great media together with sound? Do you love style and want to work in fantastic locations? We're sure you do, but have you got …
Trading Systems Software Engineer
Trading Systems Software Engineer Quant Capital is urgently looking for talented Trading Systems Software Engineer to join our high profile client. Our client is a well-known algo-trading t…
Senior Manager, Personal Tax - HNW Entrepreneurs
Advise serial entrepreneurs, business owners and their families as a key member of one of London’s premier Private Client Tax teams. You’ll work with leading Partners and Directors, advising on a …
Document Controller / Site Admin
Document Controller / Site Admin Temporary/Contract (6 months) Hourly Rate £ Negotiable to experience Location: Greater London/Kent Start Date: Mon 01.09.25 We are currently looking for a…
Board Trustee
The Newlon Group is recruiting for new voluntary Board members for Outward, our Care and Support charity based in London N17. Since 1976, Outward has been providing innovative housing management, …
Electrical Project Manager
Electrical Project Manager – Leading MEP Contractor (Residential Projects) Salary: £75,000 + Travel Expenses Location: London & Surrounding Areas Type: Permanent, Full-Time We’re currently …
CRM Executive
Dr. Martens is a globally recognisable and culturally influential British brand, with over 60 years of rich heritage. As brand custodians, we are lucky to work for a dynamic, thriving, and ethical bus…
Band 5/6 MSK Physiotherapist - Leytonstone
Job Title: Band 5/6 MSK Physiotherapist Location: Leytonstone Duration: Ongoing Contract Type: Full Time Start Date: ASAP About the Role: Barts Health NHS Foundation Trust is s…
Management Accountant
Role: Management Accountant Reports into: Commercial Finance Manager Location: London Contract Type: Full Time, Permanent (42.5 hours per week) Who we are: Broadwick is a multiface…
P r i n c i p a l N e t w o r k S p e c i a l i s t
Develop and own the strategies, architectures, designs and associated artefacts within the domain area. Technologies have clear roadmaps and lifecycles defined. * Own the controls related to the do…