Current jobs related to Client Investment and Commitments Executive - Glasgow - Ashurst

  • Client Service Executive

    5 months ago

    Glasgow, United Kingdom Recruit UK Full time

    Recruit UK are working with a longstanding and highly successful investment management firm, who are 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...

  • Client Services Executive

    5 months ago

    Glasgow, United Kingdom Meraki Full time

    Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow. Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service. This role will require applicants to build and maintain relationships...

  • Client Service Executive

    5 months ago

    Glasgow, United Kingdom Barclays Full time

    **Client Service Executive** **Glasgow** As a Barclays Client Service Executive, you will be the first point of contact for our clients and have the exciting opportunity to be leading the creation of a world class client experience. In this role, you will handle a wide variety of inbound telephony calls and administration activities for clients, covering...

  • Client Commitments Advisor/contracts Advisor

    5 months ago

    Glasgow, United Kingdom Ashurst LLP Full time

    **About Ashurst** Ashurst is a leading progressive global law firm with a rich history spanning more than 200 years. We are proud of our history and are future-focused, having expanded into new technologies through our NewLaw division, Ashurst Advance, and our consulting arm. Our in-depth understanding of our clients and commitment to providing excellent...

  • Client Service Executive

    5 months ago

    Glasgow, United Kingdom Barclays Full time

    **Client Service Executive** **Glasgow** As a Barclays Client Service Executive, you will handle a wide variety of inbound calls and administrative activities for clients covering Barclays investment servicing and banking products. You will liaise with both internal and external stakeholders to resolve queries and understand requirements to meet client...

  • Executive Assistant

    5 months ago

    Glasgow, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** As an Executive Assistant in the Investment Bank, you will be required to support at a senior level within this fast-paced environment. All applicants should have a solid EA background working with senior stakeholders gained in an office environment and possess a strong degree of flexibility given the demanding nature of this role, able...

  • Client Service Executive

    5 months ago

    Glasgow, United Kingdom Close Brothers Group Full time

    **OVERALL SUMMARY** The role of the Client Service Executive (CSE) is client and adviser service focused. It is the CSE’s responsibility to ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner. **RESPONSIBILITIES** - Managing leads with the Client Relationship Management (CRM) system - Accurate and timely...

  • Financial Investment Specialist

    3 days ago

    Glasgow, Glasgow City, United Kingdom CV-Library Full time

    Lead Investment Director - PlaceThe Scottish National Investment Bank is seeking a highly experienced and accomplished Investment Director - Place to spearhead investments aligned with our Place Mission. In this senior role, you'll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors such as affordable...

  • Investment Director

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time £110,000

    Investment Director OpportunityWe are seeking an experienced Investment Director to join our team in Central Scotland. As a key member of our Wealth Management team, you will be responsible for producing quality AUM and covering all aspects of your HNW client's investment needs.You will have a proven ability to build and maintain long-lasting and profitable...

  • Investment Director

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time £110,000

    Investment Director OpportunityWe are seeking an experienced Investment Director to join our team in Central Scotland. As a key member of our Wealth Management team, you will be responsible for producing quality AUM and covering all aspects of your HNW client's investment needs.You will have a proven ability to build and maintain long-lasting and profitable...

  • Investment Manager

    1 day ago

    Glasgow, United Kingdom Maven Capital Partners Full time

    Job Description We are currently recruiting for an Investment Manager to join our Property Team in Glasgow. This is an office-based, full-time role, 34.5 hours per week, Monday to Friday. About Us: Maven Capital Partners (a subsidiary of Mattioli Woods) is a leading Venture Capital Trust (VCT), Private Equity and Property Fund Manager. The Maven Property...

  • Investment Manager

    7 days ago

    Glasgow, United Kingdom Maven Capital Partners Full time

    We are currently recruiting for an Investment Manager to join our Property Team in Glasgow. This is an office-based, full-time role, 34.5 hours per week, Monday to Friday. About Us:Maven Capital Partners (a subsidiary of Mattioli Woods) is a leading Venture Capital Trust (VCT), Private Equity and Property Fund Manager. The Maven Property Team specialises in...

  • Client Service Executive

    6 months ago

    Glasgow, United Kingdom Rathbones Full time

    A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Salary**: Competitive with an excellent benefits package **Location**:...

  • Client Service Executive

    7 months ago

    Glasgow, United Kingdom Rathbones Full time

    A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Salary**: Competitive with an excellent benefits package **Location**:...

  • Client Relationship Executive

    4 months ago

    Glasgow, United Kingdom Communications and Solutions Partners Group Full time

    We are looking for a Client Relationship Executive to join our team! **Responsibilities**: - Serve as the main point of contact for customer inquiries and concerns - Maintain a high level of product knowledge to effectively address customer inquiries - Communicate with customers in person to ensure a positive customer experience - Collaborate with other...

  • Renewable Energy Investment Manager

    1 month ago

    Glasgow, Glasgow City, United Kingdom The Green Recruitment Company Full time

    Renewable Energy Investment OpportunitiesOur client, a subsidiary of a top 5 European utility, is seeking a skilled professional to join their international team. As a remote worker in the UK/EU timezone, you will play a crucial role in expanding their renewable energy portfolio.Key Responsibilities:Prepare and execute due diligence processes for investment...

  • Investment Consultant

    1 month ago

    Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    Investment Consultant RoleWe are seeking an experienced Investment Consultant to join our Investment DB Business Unit. As a key member of our team, you will be responsible for conducting high-quality research analysis and communicating investment advice to our clients, primarily focusing on Local Government Pension Schemes (LGPS).Key Responsibilities:Direct...

  • Investment Consultant

    1 month ago

    Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    Investment Consultant RoleWe are seeking an experienced Investment Consultant to join our Investment DB Business Unit. As a key member of our team, you will be responsible for conducting high-quality research analysis and communicating investment advice to our clients, primarily focusing on Local Government Pension Schemes (LGPS).Key Responsibilities:Direct...

  • Investment Management Graduate

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious graduate to join our Investment Management team in Glasgow. As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and...

  • Investment Consultant

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    Investment Consultant RoleOur Investment DB Business Unit is a key component of our consulting services, helping us establish a strong presence in the UK market. We advise on over £200 billion of assets for our diverse client base, including DB pension trustees and sponsors across various sectors, local government pension schemes (LGPS), and other public...

Client Investment and Commitments Executive

3 months ago

Glasgow, United Kingdom Ashurst Full time

About Ashurst:

In order to comply with regulatory and client requirements, Ashurst will undertake appropriate vetting of staff. When applicants accept a job offer, Ashurst, alongside a specialist provider, will undertake professional verification and background checks. These checks are only undertaken with consent, and in accordance with our legal and regulatory obligations.

Department / Role Overview

*This role is being recruited on an initial fixed term basis until April 2025*

The Client Growth & Innovation (CGI) team plays an integral part of the Firm's growth strategy driving the development and performance of the Strategic Client Portfolio (Priority Clients Program). A newer pillar within Clients, Markets and Growth function, this department represents a true focus on transformation to the way the firm manages and grows our most strategic clients globally.

A great opportunity for an enthusiastic and committed Client Investment and Commitment Executive to grow and develop within Ashurst alongside a high performing team.

This is a new role and as such will need an enthusiastic and committed individual with excellent communication and project management/organisational skills to support the Client Investment and Commitments Lead, in establishing the necessary tools and processes to execute on a range of client investment and commitment activities across the strategic client portfolio and boarder client portfolio.

This will play an important part in reshaping our client centric account management in line with Ashurst's 2027 strategy.

Main Responsbilities

The role of the Client Investment and Commitment Executive will primarily be responsible for proactively assisting Strategic Account Managers, initially across CGI in end-to-end support. This ranges across client engagement and service delivery activities to ensure efficient and high-quality delivery of client centric material and project coordination.


Commitment Mapping and Recording:

Responsible for investigating and recording all commitments made and delivered on for each of our Strategic Clients as well as other high investment client portfolios such as financial institutions. Work alongside internal teams such as ASC, finance, pricing, Markets & Growth BD, regional Strategic Client Account Managers and pursuits teams, coordinating timely, relevant data and recording, with close attention to detail across a range of commitment activities. Working with operational teams, ensure all accounts follow governance processes regarding compliance and rate recording. Ensure internal and public facing information and relationship details are up-to-date and compliant. Act as first point of contact for all enquiries regarding client information or administrative insight and information for client commitments and account details. Undertake external and internal research, business analysis and competitor intelligence to support client facing meetings, pursuits and proposals. Work with the Client Investment and Commitment Lead to identify and develop efficient processes to better deliver on the commitment requirements across our client portfolio.

Strategic Account Manager (SAM) direct team support:

The Client Investment and Commitment Executive will support a team of Strategic Account Managers to drive investment and commitments on their client portfolios by providing end to end coordination support. Be a central contact for all client events and training coordination including list development, venue coordination, invitation drafting and sign off, merchandise and logistics coordination, working closely with ASC, the events and other business services teams. Work with central teams to compile client facing relationship reports to include financial and non-financial data. Support the SAMs on day-to-day queries for both client reporting and billing. Work with ASC reporting to ensure the correct labelling of matters for reporting purposes (own account/pass through). Support the delivery of the Client, Growth and Innovation team plans and execution activity. Work with the SAMs, HR and other stakeholders to support the secondee process, including tracking and recording secondee status. Support SAMs with pursuit opportunities, working closely with the Global pursuits team. Contribute to central CGI team initiatives, including supporting new systems and processes, and delivery of global projects, as required. Brief relevant teams to produce client specific outputs, including coordinating content and liaising with the design and editing team as required. Risk and Control: Ensure that all activities and duties are carried out in full compliance with our regulatory requirements and internal policies for client information - rates / client terms / pricing / etc. Logging and keeping timely records on the CIC tracker (holistic overview of client and activities). Support with data Interrogation on financials.

Personal Attributes

Organised and diligent Positive attitude to changing landscape Works effectively across multiple teams and jurisdictions Be able to communicate confidently with colleagues across the firm across different levels

Essential Skills and Experience

Ideally will have worked within a law firm or professional services environment. Proven track record in project management /organisation skills Ability to learn on the job Have a client centric focus Ability to juggle a busy and varied workload, prioritise tasks and meet deadlines Strong analytical and financial awareness Determination and commitment to ensure successful completion of projects. Excellent attention to detail Essential written and analytical skills Lateral thinking and the ability to overcome obstacles. Strong interpersonal skills Team player, willing to work across stakeholder groups Preferable but not essential: Degree educated

#LI-HYBRID