At a Glance
- Tasks: Manage client relationships and prepare impactful meeting packs and reports.
- Company: Leading Investment Management firm with a focus on charities.
- Benefits: Up to £50,000 salary, excellent bonuses, hybrid working, and comprehensive benefits.
- Other info: Enjoy a vibrant culture with career growth and community involvement.
- Why this job: Take ownership of client service in a supportive, inclusive environment.
- Qualifications: 3-4 years in client service, strong Excel and PowerPoint skills.
The predicted salary is between 50000 - 50000 £ per year.
Up to £50,000 plus excellent bonus and benefits. Hybrid working available! Due to exciting business growth, a fantastic opportunity has arisen to join a leading Investment Management firm as a Client Service Executive within their Charities division. Working within an established Investment Management team, you’ll take ownership of the full client lifecycle while leading on the preparation of meeting packs, presentations and quarterly reporting. Operating within a model that is managed centrally and embedded locally, you’ll be the go‑to person for client administration and a driving force behind consistent, first‑class client outcomes. Charities packs are slightly more involved than a standard meeting pack, and full training will be provided.
Duties of the Client Service Executive include:
- Meeting Packs & Presentations: Take charge of preparing accurate, well‑presented meeting packs and client presentations, ensuring all materials are produced to a high standard ahead of client meetings.
- Quarterly Reporting: Own the quarterly reporting process for the team, producing timely and accurate reports for clients.
- Client Lifecycle Management: Manage the end‑to‑end client lifecycle administration process, acting as the main liaison between the client, the investment team, operations and other key stakeholders, keeping all parties informed.
- Client Engagement: Act as a first point of contact for clients, building and maintaining strong relationships and attending client meetings where required.
- Suitability Process: Support the client suitability process, gathering the relevant information to support suitability and producing client summaries and welcome letters.
- Best Practice & Collaboration: Work closely with the investment team and wider administration functions to follow group‑wide processes, meet KPI benchmarks and share best practice.
What we need from you as a Client Service Executive:
- Ideally 3–4 years’ experience working as a Client Service Executive, within Investment or Wealth Management – competent CSE experience is essential.
- Experience managing end‑to‑end client lifecycle processes, with a full understanding of the client lifecycle.
- Excellent Excel and PowerPoint skills, with the ability to produce professional meeting packs and presentations.
- High attention to detail and strong numeracy.
- Confident client‑facing and communication skills, comfortable engaging directly with clients.
- Knowledge of the regulatory environment within wealth and investment management, with a good understanding of the products and services offered.
- Charities experience is beneficial but not essential – full training will be provided.
What’s in it for you:
- A Career-CSE Role with Real Ownership: A permanent, client‑facing position where you can build a long‑term career, take genuine ownership of meeting packs, quarterly reporting and the client lifecycle, and benefit from study support, funded courses and qualifications.
- An Outstanding Benefits Package: Enjoy a market‑leading package including a non‑contributory pension of up to 10%, private medical insurance, life assurance, income protection, a company share scheme, discretionary bonus and flexible holidays.
- Hybrid Working & Inclusive Culture: Balance work and home life with a hybrid working scheme, while joining an inclusive, people‑first culture with social and inclusion networks, volunteering days and a genuine sense of community where you are proud to work and feel you belong.
Investment Client Service Executive (Charity Accounts) in London 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.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Client Service Executive (Charity Accounts) in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Montpellier Resourcing. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Client Service Executive (Charity Accounts) in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Montpellier Resourcing.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Montpellier Resourcing's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Montpellier Resourcing
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Montpellier Resourcing.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Montpellier Resourcing will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Montpellier Resourcing employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
