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Client Services Executive
1 week ago
12 month FTC
Hybrid working available
£ EXCELLENT plus bonus and benefits
A boutique Investment House based in Bristol is looking to hire a Client Services Executive to join their client team on a 12 month FTC.
You will be responsible for acting as the first point of contact for client enquiries, managing all client lifecycleprocesses, and working to guarantee that every client is provided with excellent continuity and completeness of service.
Duties of the Client Services Executive to include:
- Develop and maintain relationship with clients and stakeholders, proactively engaging with clients to help them get up to date with matters in hand and deliver their desired outcomes.
- Manage the client lifecycle administration process.
on-boarding processes, processing client payments, and supporting portfolio valuation processes.
- Maintaining client records and internal CRM systems
- Supporting the Investment Team with gathering relevant information to support client suitability.
- Acting as the 'go to' person for administration queries and as the client's first point of contact. This will involve attending client meetings and leading discussions regarding administration matters.
- Support relationship with Investment Managers, clients and external providers.
- Previous experience in Financial Services managing the complete lifecycle of administration processes.
- Client Facing experience highly desirable.
- Personable and professional with strong time management skills and a keen eye for detail
- Strong IT skills including Microsoft Office packages.
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