Client Service Executive

4 weeks ago

London, United Kingdom MB Fitzgerald Full time

We are currently working with one of the UKs most prestigious Investment Management & Financial Planning organisations to recruit a Client Services Executive to working within their Investment Management Division. Our client is one of the leading firms in the UK, they have an exceptional reputation and have won multiple industry awards.

The main purpose of the role will be to act as the primary point of contact for client enquiries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.

**Duties**:

- Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
- Manage the client lifecycle administration process to ensure a timely and efficient client experience.
- Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
- Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
- Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
- Work closely with the team and wider administration functions to develop and share best practice.
- Act as the first point of contact for clients, assuming the role of the "go to" person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.

**Measures of success**
- Maintain client support systems and data (i.e. CRM/ CMP) with a high level of accuracy.
- Identify opportunities for operational efficiency and process improvement by maintaining and building good relationships with the team and wider functions, taking responsibility for sharing knowledge and business updates with your own team and/or department as appropriate in order to drive efficiency.
- Lead and take ownership on all administration activity, alleviate the admin burden from Investment Managers in order to support Growth.
- Attendance at Client Support meetings, contribute by sharing good practice and process improvement suggestions.

**Skills and Experience**:

- Knowledge of regulatory environment in which we operate.
- Understanding of the products and services we provide.
- Experience working in a similar role in Financial Services managing end-to-end administration processes.
- Experience managing administrative staff (desirable).
- Client Facing Experience (desirable).
- Grades A-C at GCSE or equivalent in English and Maths.

My client can offer a first class employee focussed working environment with hybrid working two days in the office, a highly completive salary and unrivalled benefits package.

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