Client Services Executive

4 weeks ago

Manchester, United Kingdom Praetura Invesments Full time

**About Praetura Investments**

Since 2011, the Praetura team has been providing market-leading investments for advisers and investors. Our team of experts from across the industry is passionate about finding the best opportunities in EIS, VCT and BR qualifying companies.

Our wider offering can be summed up in three simple words - **more than money...**

That means doing everything possible to support founders in building the best business they can and maximising the value we provide to our investors.

We believe in open and transparent communications with our investors.

We believe in attracting and developing the best people in the financial services industry.

We believe in **more than money**.

**What does the role look like?**

Due to significant growth and scaling of our operation, an exciting role has arisen for a Client Services Executive to join our team in Spinningfields, Manchester. This is a fantastic opportunity for a hardworking and committed individual to join an ambitious Venture Capital business, to support our growing Client Services function.

The purpose of the role is to provide support for Praetura Investment’s clients, financial advisers, and internal teams, ensuring that our excellent service is maintained as our client base continues to expand.

**Key duties include**:

- Deliver an efficient and professional service for all customers and financial advisers.
- Management and administration of all client administration processes, for the lifecycle of all investments, from onboarding to withdrawal.
- Input and maintain accurate records on our back-office system, as well as maintaining our online investor portal.
- Answer incoming calls, taking the initiative to deal with enquiries raised by our clients and their financial advisors.
- Provide daily administration support both internally and externally, building relationships and maintaining regular contact with stakeholders.
- Ensure all processes and tasks are completed to a high standard, and in-line with internal Service Level Agreements.

**Who are we looking for?**

We’re looking for a customer-obsessed Client Services Executive who will live and breathe our values every day
- We do the right thing, we are courageous, we are authentic, we are humble, and, we care._

**Other skills and attributes we are looking for are**
- Relevant experience in a customer service or client executive role is essential.
- Experience in a similar environment (investments/ financial services) is preferred.
- Strong knowledge of Microsoft 365 programmes, in particular Microsoft Excel.
- Good organisation skills, with an ability to prioritise your workload and meet deadlines, whilst remaining flexible.
- Excellent verbal and written communication skills.
- Takes pride in delivering high quality work.
- Ability to work independently, as well as collaborating with the team.

**Interview process**
- A short first-stage telephone call with our Group People and Talent Partner.
- Interview with the Client Services Manager and People Team.
- Final interview with Investments Partner.

**What can we offer you?**
- Competitive salary plus discretionary yearly bonus.
- Company pension scheme.
- 25 days' holiday (plus bank holidays).
- Your birthday off.
- Private healthcare for you and your immediate dependents.
- Enhanced family friendly policies.
- Financial, physical and mental wellbeing support.
- Death in service insurance.
- Cycle 2 Work scheme.
- Techscheme (Currys PC World).
- Discounted childcare (Busy Bees).
- Free city centre parking or travel allowance.
- Free breakfast, drinks and snacks.
- Social events, including summer and Christmas parties.
- Mentoring opportunities.
- Plenty of learning opportunities; we're passionate about developing our people.

This is a full-time role based at our Manchester office with a start date of January 2024. To be considered for a place on our graduate programme, please submit your CV.

**Job Types**: Full-time, Permanent

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Discounted or free food
- Employee mentoring programme
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Free or subsidised travel
- Free parking
- Health & wellbeing programme
- Life insurance
- Paid volunteer time
- Private medical insurance
- Referral programme
- Transport links
- UK visa sponsorship
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Application question(s):

- Can you reliably commute to Spinningfields, Manchester city centre?
- Are you available to start in January 2024?
- Do you have experience in financial services?

Work Location: In person

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