Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead client services, manage investor relations, and oversee operational functions.
- Company: Reputable UK private equity firm focused on innovation and growth.
- Benefits: Direct C-suite exposure, dynamic work environment, and opportunities for impactful growth.
- Why this job: Join a team that drives sustainable growth and makes a real difference in the investment landscape.
- Qualifications: 7+ years in investor relations or client services with strong communication skills.
- Other info: Fast-paced environment with opportunities to manage multiple projects and develop relationships.
The predicted salary is between 72000 - 108000 £ per year.
A UK-based private equity and investment firm is seeking a Head of Client Services. The firm prides itself on its agile approach to supporting UK growth-stage businesses across various sectors, emphasising innovation, sustainability, and impactful growth. With a history of active investment, a track record of multiple successful exits, and a growing asset base, the firm offers a unique opportunity to join a reputable team with direct C-suite exposure.
Responsibilities
- Oversee all operational functions, ensuring smooth execution of client onboarding, investment processing, compliance workflows, and internal systems (including management of Salesforce and related platforms).
- Manage all investor servicing requirements, including responding to investor queries, coordinating documentation, and ensuring accurate and timely communication across the client lifecycle.
- Lead the preparation and delivery of management presentations, investor updates, and internal/external reporting materials for both ongoing investments and new opportunities.
- Maintain and update portfolio company information, producing reports, monitoring performance data, and ensuring all stakeholders have up-to-date insights on investment progress.
- Own the end-to-end operational backend of the business, coordinating with investment, sales, and executive teams to ensure processes, reporting, and client interactions operate seamlessly.
Requirements
- 7 years+ of industry experience.
- Experience within Investor Relations or Client/Investor Services.
- Strong relationship development and management skills, both with external investors and distributors and internal global teams.
- Experience within onboarding, reporting and operations.
- Excellent oral and written communication skills.
- Proven ability to manage multiple demands and projects in a fast-paced work environment, including ability to prioritise time efficiently and handle heavy workloads while remaining attentive to detail.
Head of Client Services in London employer: Finatal
Contact Detail:
Finatal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Client Services in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. A personal recommendation can go a long way, especially for a role as pivotal as Head of Client Services.
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their investment strategies, recent successes, and how they support growth-stage businesses. This will help you tailor your responses and show that you're genuinely interested in their mission.
✨Tip Number 3
Practice your communication skills! As someone who’ll be managing investor relations, being articulate and clear is key. Consider mock interviews with friends or mentors to refine your pitch and ensure you come across as confident and knowledgeable.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Head of Client Services in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Head of Client Services role. Highlight your experience in investor relations and client services, and don’t forget to showcase your relationship management skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about supporting growth-stage businesses and how your background makes you the perfect fit for our team. Keep it engaging and relevant!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application is clear, concise, and free of errors. We want to see your ability to convey complex information simply and effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Finatal
✨Know Your Stuff
Make sure you’re well-versed in the firm’s approach to client services and investment strategies. Brush up on their recent projects and successes, especially those related to innovation and sustainability. This will show that you’re genuinely interested and have done your homework.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in investor relations and client services. Think about times when you successfully managed investor queries or streamlined onboarding processes. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Communication is Key
Since the role requires excellent oral and written communication skills, practice articulating your thoughts clearly and concisely. You might even want to prepare a mock presentation or report to demonstrate your ability to convey complex information effectively.
✨Be Ready for Rapid Fire Questions
Given the fast-paced nature of the role, expect questions that assess your ability to handle multiple demands. Prepare to discuss how you prioritise tasks and manage workloads while maintaining attention to detail. Think of examples where you thrived under pressure.
