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Senior Client Services Executive

Finance Network
London, United Kingdom
Competitive base & leading commission
Closing date
Dec 3, 2022

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
We are working with a highly reputable investment management firm looking to hire a Senior Client Services Executive to join the team.

The successful hire will have a high level of visibility Client Services Executive will take responsibility for the following duties:
  • Deputy to the Head of Client Services and will act as clients' primary point of contact.
  • Strive to understand the client's business and operating models and develop strategies to enable a more effective interaction.
  • Coordinate and manage client onboarding for segregated account capabilities.
  • Engage in proposals to develop the services and solutions in place for our clients.
  • Develop and maintain client relationships on aspects of managing and administering their investments.

The Client Services Executive will meet the following criteria:
  • Investment Management Certificate.
  • Entrepreneurial flair.
  • Works well under pressure and deadlines.
  • Have an understanding and interest in capital markets and investment products.
  • Excellent Salesforce skills - good understanding of the CRM process.

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