Investment Client Services Executive (Charity Clients)

Up to £45,000 plus bonus and benefits

Hybrid working available!

Are you a client service superstar with a passion for the non-profit sector? A fantastic opportunity has arisen to join a highly regarded Investment Management firm in the heart of the City, specifically within our Charities team.

We are seeking a proactive Client Associate to act as the lead contact for all Charities Client Lifecycle tasks. You will be the "go-to" person for our charity clients, working closely with Investment Directors to deliver unparalleled service and ensure their unique mission-driven goals are supported by seamless administration.

Duties of the Client Services Executive (Charities) to include:

• In this role, you will take full ownership of the Charities client journey, ensuring excellence at every touchpoint:
• Relationship Management: Develop and maintain deep relationships with Charity clients and stakeholders, utilizing your knowledge of their specific requirements to deliver desired outcomes.
• Lifecycle Leadership: Lead the end-to-end management of account opening, onboarding, transfers, and account amendments in line with our Operating Model.
• Administrative Ownership: Act as the primary liaison between clients, investment teams, and operations. You will lead discussions on administrative matters during client meetings.
• Suitability Support: Help the Investment Team gather essential information to support client suitability and produce tailored client summaries and welcome letters.
• Process Excellence: Oversee the operating model for your team, ensuring all group-wide processes meet KPI benchmarks while proactively escalating suggestions for process enhancement.

What we need from you as a Client Service Executive (Charities):

• Previous experience working within Investment Management is essential. Experience specifically supporting Charity clients is highly desirable.
• Progression from a CSA role or equivalent external experience managing end-to-end financial administration.
• Technical Knowledge: A broad understanding of Investment Proposition Suites and the regulatory environment. An Investment Operations Certificate (IOC) is desirable.
• Client Facing experience within financial services is required.
• Personable and professional with strong time management skills and a keen eye for detail
• 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!
• Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!

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