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Client Service Executive (Investments) 12 month FTC

Montpellier Resourcing
Job LocationCity of London
EducationNot Mentioned
Salary£30,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeContract , full-time 12 month FTC

Job Description

Hybrid working available!Up to £40,000 plus bonus and EXCELLENT benefits12 month FTCAre you ready to embark on a thrilling journey with a rapidly growing boutique Investment House in the heart of the City Our client is expanding, and an exceptional opportunity awaits you! Were on the hunt for a dedicated Client Services Executive to jointhis vibrant client team on a 12 monthF FTC.This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization.As a Client Services Executive, youll be the cornerstone of client interactions, ensuring seamless communication and outstanding service.Duties of the Client Services Executive to include:

  • Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
  • Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. Youll be instrumental in ensuring smooth portfolio valuation processes.
  • Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. Youll support the Investment Team by gathering essential information to supportclient suitability.
  • Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.
What we need from you as a Client Service Executive:
  • Previous experience working within Investment Management is essential
  • Client Facing experience within financial services is required.
  • Personable and professional with strong time management skills and a keen eye for detail
  • Strong IT skills including Microsoft Office packages.
What’s in it for you:
  • Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration,and continuous learning, ensuring your career thrives alongside our companys success.
  • Meaningful Client Impact: As a Client Services Executive, youll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients lives and contribute to building lasting relationships!
  • Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value theiremployees!
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

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