At a Glance
- Tasks: Lead client services for charities, prepare presentations, and manage quarterly reporting.
- Company: Established investment management firm with a focus on charity clients.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Why this job: Make a difference in the charity sector while developing your client service skills.
- Qualifications: Strong Excel/PowerPoint skills and confidence in client-facing roles.
The predicted salary is between 30000 - 40000 £ per year.
Montpellier Resourcing has a fantastic opportunity for a Client Service Executive in the Charities division within an established Investment Management firm.
You will own the full client lifecycle, prepare meeting packs and presentations, and lead quarterly reporting.
The role requires strong Excel/Power Point skills, client-facing confidence, and a good grasp of wealth management processes.
You will join a team that operates with a central model but embedded locally, offering hybrid working and
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Hybrid Investment Client Services Lead for Charities employer: Montpellier Resourcing
As a Finance Manager at our private bank, you will be part of a dynamic team dedicated to supporting charitable initiatives, making a meaningful impact in the community. We offer a collaborative work culture that prioritises employee growth through continuous learning opportunities and professional development. Located in a vibrant area, our bank provides unique advantages such as flexible working arrangements and a strong commitment to social responsibility, ensuring that your work is both rewarding and fulfilling.
