Up to £50,000 plus excellent bonus and benefits

Hybrid working available!

Are you an experienced Client Service Executive ready to step up into a senior, team-leading role within a well-established, highly regarded Investment Management firm? Do you thrive on mentoring others, driving best practice, and being the trusted escalation point that keeps client service running seamlessly?

A fantastic opportunity has arisen to join a leading Investment Management firm as a Senior Client Service Executive. Working within an established Investment Management team, you’ll continue to deliver all the core responsibilities of a Client Service Executive while taking on additional senior duties that support your team and the Client Service Managers. Operating within a model that is managed centrally and embedded locally, you’ll be the go-to escalation point, a champion of best practice, and a driving force behind consistent, first-class client outcomes.

Duties of the Senior Client Service Executive to include:

• Leadership & Escalation: Act as the escalation point for the team, taking the lead in problem-solving through discussion with key stakeholders across the business and supporting the Client Service Managers.
• Driving Best Practice: Consistently deliver all KPIs and Right First Time, leading the way for the wider team and sharing best practice to ensure consistent, high-quality client outcomes.
• Coaching & Development: Coach, support and develop new and existing Client Service Support staff, championing the development programme, contributing to probation and appraisal processes, and coordinating any further training requirements.
• Subject Matter Expertise: Maintain in-depth knowledge of systems and processes, champion process and system changes, and assist with the testing and implementation of system improvements using your SME experience and knowledge of client requirements.
• Client Lifecycle Oversight: Oversee and manage end-to-end client lifecycle processes for the team, managing capacity and absence cover where required to ensure a seamless service.
• Collaborative Engagement: Host regular meetings for the team, act as a first point of contact for Client Service Support staff, and work collaboratively with Operational teams and the Front Office to investigate queries, resolve issues and continually improve service.

What we need from you as a Senior Client Service Executive:

• Experience working as a Client Service Executive, ideally within Investment or Wealth Management, is essential
• Proven experience managing end-to-end client lifecycle processes, with a full understanding of the client life cycle.
• Strong leadership, communication and stakeholder management skills, with the confidence to act as an escalation point for the team
• A natural problem-solver with sound critical thinking and excellent time and priority management.
• Knowledge of the regulatory environment within wealth and investment management, with a good understanding of the products and services offered.

What’s in it for you:

• Career Growth & Development: Step into a senior, team-leading position with genuine progression. Benefit from study support, funded courses and qualifications, and a structured development programme that helps both you and your team reach full potential.
• An Outstanding Benefits Package: Enjoy a market-leading package including a non-contributory pension of up to 10%, private medical insurance, life assurance of 8x salary, income protection, a company share scheme, discretionary bonus and flexible holidays.
• Hybrid Working & Inclusive Culture: Balance work and home life with a hybrid working scheme, while joining an inclusive, people-first culture with social and inclusion networks, volunteering days and a genuine sense of community where you are proud to work and feel you belong.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency