Client Services Executive; Investments

Overview

Up to £37,000 plus excellent bonus and benefits

Hybrid working available!

A fantastic opportunity has arisen to join a boutique Investment House based in the heart of Glasgow as they seek to hire a Client Services Executive to join their client team. You will be responsible for acting as the first point of contact for client enquiries, managing all client lifecycle processes, and working to guarantee that every client is provided with excellent continuity and completeness of service.

• Develop and maintain relationship with clients and stakeholders, proactively engaging with clients to help them get up to date with matters in hand and deliver their desired outcomes.
• Manage the client lifecycle administration process. Ensure that all processes are in adherence with the Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes.
• Maintaining client records and internal CRM systems
• Supporting the Investment Team with gathering relevant information to support client suitability.
• Acting as the ‘go to’ person for administration queries and as the client’s first point of contact. This will involve attending client meetings and leading discussions regarding administration matters.
• Support relationship with Investment Managers, clients and external providers.

• Previous experience in Financial Services managing the complete lifecycle of administration processes.
  Experience in wealth and/or investment management highly desirable
• Client facing and administration experience is essential
• Personable and professional with strong time management skills and a keen eye for detail
• Strong IT skills including Microsoft Office packages.

• Hybrid Working: Offering you flexibility and balance
• Fantastic Benefits: including a brilliant pension, 25 days Annual Leave + Bank Holidays (with option to purchase more), Private medical insurance, Season travel ticket loan and Study support.
• Thriving Environment
  :
  Join a fast-growing boutique Investment House in the heart of Glasgow, where exciting growth and expansion creates a dynamic and stimulating work environment..
• 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.