Client Service Executive (Investment Management) - Recruit UK : Job Details

Recruit UK 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
• 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 £32,000
• 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

Job Title: Client Service Executive

Industry: Investment Management

Location: Cambridge

Salary: up to £32,000

Job Reference: 9547

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.