Client Administrator (Investment)

Do you have exceptional customer service skills and strive to always deliver the ultimate client experience?

Are you interested in developing your career within financial services?

Are you organised, friendly and hard-working?

Then read on, and apply below!

Hybrid working available!

Up to £35,000 plus bonus and benefits

Due to exciting growth and expansion, a boutigque investment house in Londonis looking to hire an Investment Administrator 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.

Duties of the Client Services Executive to include:

• 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 RIM 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.

Requirements for the successful Client Services Executive candidate:

• Educated to Unvierity degree level or equivalent
• Previous experience in Financial Services managing the complete lifecycle of administration processes highly desirable
• Client Facing experience essential
• 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