Client Service Wealth Management (Charities)


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https://www.montpellier.uk.com/job-search/2084/job2023-12-20 17:04:311970-01-01 Montpellier Resourcing
Job Type Permanent
Area All of London, UKCity, UK All of London UK
Sector BankingFinancial ServicesFront OfficeOperationsOtherCustomer ServicesRelationship Manager
Salary Up to £45,000 plus bonus and benefits
Currency GBP
Start Date
Job Ref VAC-15865a
Job Views 83
Description
Client Service Wealth Management (Charities)

Hybrid working available!

Up to £45,000 plus bonus and benefits
Are you passionate about making a positive impact on the world? Are you a dedicated professional with a flair for client service? Then read on and APPLY TODAY

A fantastic opportunity has arisen to join a leading boutique investment firm who are committed to delivering exceptional service and fostering a culture of philanthropy. As a Client Service Executive within the Charities team you will play a pivotal role in building and maintaining strong relationships with charitable partners. Your responsibilities will include providing personalized service to clients, overseeing end-to-end client administration lifecycle and liaising directly with clients. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service.

Duties of the Client Services Executive to include:
  • Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
  • Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes.
  • Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability.
  • Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.

What we need from you as a Client Service Executive:
  • Previous experience working within Investment Management is essential
  • Client Facing experience working to support trusts and charities highly desirable
  • Passion for philanthropy and a genuine desire to contribute to positive social impact.
  • Someone with an exceptional eye for detail
  • Strong interpersonal and communication skills with a client-centric approach.
  • Strong IT skills including Microsoft Office packages.
 
What’s in it for you:
  • Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
  • Meaningful Client Impact: As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
  • Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
 
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10 Devonshire Square
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EC2M 4YP
Tel: 020 7036 0361
info@montpellier.uk.com

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