Average Client Executive salary in the UK

The Client Onboarding Executive supports the Retail Investor Relations team by managing the onboarding process for new investors in retail funds. The role focuses on ensuring efficient client setup, regulatory compliance, and high-quality client service. Client Details The client is a well-established investment management firm based in the City of London, with a strong focus on retail investor relations. They are committed to diversity, equity, and inclusion, and pride themselves on fostering a workplace where innovation, fairness, and collaboration thrive. Description The responsibilities of the Client Onboarding Executive include: Processing new client applicationsConducting AML and KYC checksCompleting risk assessments in line with regulationsLiaising with internal teams and third parties to ensure efficient onboardingMaintaining accurate records in the CRM systemHandling client queries, quality-checking documents, supporting audits, and escalating any issues or complaints appropriately Profile The ideal Client Onboarding Executive candidate will be detail-oriented, organised, and proactive, with excellent communication and interpersonal skills. They will have 1-2 years of relevant experience, preferably with knowledge of AML procedures and retail investment products, and be proficient in Microsoft Word and Excel. A strong ability to prioritise tasks, maintain accuracy under pressure, and work collaboratively with colleagues is essential. Job Offer The role offers the opportunity to join a professional and supportive financial services environment that values development, inclusion, and excellence. The candidate will gain exposure to a range of investment products and compliance processes while contributing to the delivery of exceptional client service.

A fantastic opportunity has arisen for a proactive and relationship-focused Client Service Executive to join a well-established organisation in the medical devices sector. This position combines high-quality client interaction, account coordination, and strategic support to ensure customers receive exceptional service throughout their journey.The Client Service Executive role is ideal for someone who enjoys building strong relationships, takes ownership of client needs, and thrives in a collaborative, fast-paced environment.The responsibilities of the Client Service Executive include but are not limited to:Build and maintain strong, long-lasting client relationships by fully understanding their needs and challenges. Develop tailored account strategies that maximise client value, support growth, and deepen partnerships. Oversee client satisfaction, ensuring expectations are consistently met or exceeded throughout the customer journey. Collaborate closely with Business Development Managers and Study Directors to support smooth account handovers and timely delivery of studies or services. Prepare and present proposals, quotations, and agreements, while keeping CRM records accurate and proactively identifying new business opportunities. Skills, Experience & Key Candidate Attributes of the Client Service Executive:Proven experience managing customer accounts and building strong, long-term client relationships. Confident and adaptable communication style, able to engage effectively with stakeholders at all levels. Competence using CRM systems, such as HubSpot, to maintain accurate and up-to-date records.A proactive mindset with the ability to identify and qualify new business opportunities through outbound activity. Strong analytical and problem-solving skills, with the ability to create tailored solutions that add value to clients.If you are an efficient, proactive Client Service Executive who wants to make a real impact within a growing organisation, we would love to hear from you. Apply now.

Our client, a well-established company in the scientific sector, is looking for a proactive and relationship-driven Client Service Executive to support and develop their customer base. This role blends high-quality customer service with hands-on account support, ensuring clients receive outstanding service while also benefiting from a more strategic, partnership-led approach.The responsibilities of the Client Service Executive include but are not limited to:Act as the main contact for a portfolio of clients, building strong, long-term relationships.Proactively identify customer needs and ensure services and orders are delivered accurately and on schedule.Collaborate with internal teams to resolve issues quickly and improve the overall customer journey.Monitor account activity, anticipate potential challenges, and take early action to prevent disruption.Support continuous improvement by identifying opportunities to enhance processes, service levels, and client engagement.Skills, Experience & Key Candidate Attributes of the Client Service Executive:Previous experience in customer service or account coordination. Strong communication and relationship-building skills with a proactive approach to client care.Excellent organisational abilities, with confidence managing competing priorities.Comfortable using Microsoft Office and CRM systems such as Zendesk.A solutions-focused mindset with the ability to think ahead, spot issues early, and take ownership.So, if you are an efficient and proactive Client Service Executive and you want to make a real difference to a growing company, then apply now.