Investment Admin & Client Services Specialist (Hybrid)

Investment Admin & Client Services Specialist (Hybrid)

Full-Time No working from home possible
mbf

mbf, a leading UK wealth management firm in London, is seeking a Client Services Executive for the Investment Management division. This 6-month fixed-term contract offers hybrid working (up to 3 days from home) with a salary up to Β£45,000 plus bonus and excellent benefits.

You will manage client administration, lifecycle processes, and liaison between clients and investment teams, supporting onboarding, transfers, and client events. A strong background in financial services admin is essential.

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Investment Admin & Client Services Specialist (Hybrid) employer: mbf

Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.

mbf

Contact Details:

mbf Recruitment Team