Client Services Exec (Level 2)
Client Services Exec (Level 2)

Client Services Exec (Level 2)

London Temporary 28800 - 43200 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Client Relationship Managers and handle client interactions in a dynamic environment.
  • Company: Join Royal London Asset Management, a leading UK fund management company focused on responsible investment.
  • Benefits: Enjoy hybrid working, 28 days annual leave, up to 14% pension matching, and private medical insurance.
  • Why this job: Perfect for self-starters who thrive on client engagement and want to make a real impact.
  • Qualifications: Experience with institutional clients, a relevant degree, and strong organisational skills are essential.
  • Other info: This is a 7-month fixed-term contract based in London, closing applications on 29th August 2025.

The predicted salary is between 28800 - 43200 £ per year.

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Date: 18 Aug 2025

Location: London, GB

Company: Royal London Group

Job Title: Client Service Executive

Contract Type: Fixed Term Contract (7 months)

Location: London

Working style: Hybrid 50% home/office based

Closing date: 29th August 2025

We are looking for a Client Service Executive to join the Client Group

Services team in London on a 7-month fixed term contract. The purpose

of the role is to assist the Client Relationship Managers/Directors and

Head of Client Services team to meet the servicing and relationship

requirements of RLAM’s external clients.

You will consider issues at both a tactical and strategic level to ensure

the most effective and efficient allocation of resource and process

utilised in the provision of services to clients. You will enjoy working in a

busy environment and have a ‘can do’ attitude.

This is a fantastic opportunity for a self-starter individual who enjoys client interaction and has a desire to be more client facing.

About the role

  • Office-based support to Client Relationship Managers
  • (CRM)/Directors (CRD) and Head of Client Services (HCS)
  • Managing the BAU relationships, specific to their book of clients
  • Manging various client transitions
  • Attend client meetings, as appropriate, both at RLAM’s offices or
  • externally
  • Develop understanding of investment strategies and impact on clients
  • Work closely with the RLAM Client Reporting team in checking
  • quarterly and periodic client reports
  • Maintenance of CRM data and contacts
  • Liaise with RLAM transfer agents in conjunction with the Outsourced Operations team, as appropriate

About you

  • Proven track record in servicing Institutional clients for a similar asset
  • manager with excellent technical skills
  • Experience of onboarding pooled Institutional clients with various
  • transfer agents (segregated mandates also desirable)
  • University degree, or equivalent qualification
  • Knowledge and experience of the regulatory environment e.g. anti money laundering rules
  • Excellent organisational and time management skills
  • Excellent writing skills and telephone manner
  • Attention to detail and a ‘can do’, positive attitude

About Royal London Asset Management

Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK\’s leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients’ capital, exercising their rights and influencing positive change.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We\’ve always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here – Our Benefits

Inclusion, diversity and belonging

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.

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Client Services Exec (Level 2) employer: Royal London

Royal London Group is an exceptional employer, offering a hybrid working model that promotes work-life balance while fostering a collaborative and inclusive culture. With a strong commitment to employee development, generous benefits including 28 days of annual leave and a robust pension scheme, and a focus on responsible investment, this role as a Client Services Executive in London provides a meaningful opportunity to engage with clients and contribute to impactful financial solutions.
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Contact Detail:

Royal London Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Exec (Level 2)

✨Tip Number 1

Familiarise yourself with the specific investment strategies that Royal London Asset Management employs. Understanding their approach will not only help you in client interactions but also demonstrate your genuine interest in the role during interviews.

✨Tip Number 2

Network with current or former employees of Royal London Group on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.

✨Tip Number 3

Prepare to discuss your experience with onboarding institutional clients and managing relationships. Be ready to share specific examples that highlight your organisational skills and attention to detail, as these are crucial for the Client Services Exec role.

✨Tip Number 4

Showcase your 'can do' attitude by preparing questions that reflect your proactive mindset. Asking insightful questions during the interview can set you apart and demonstrate your enthusiasm for contributing positively to the team.

We think you need these skills to ace Client Services Exec (Level 2)

Client Relationship Management
Excellent Communication Skills
Organisational Skills
Time Management
Attention to Detail
Technical Proficiency in Financial Services
Understanding of Investment Strategies
Experience with Institutional Clients
Knowledge of Regulatory Environment
Onboarding Experience with Transfer Agents
Problem-Solving Skills
Ability to Work in a Fast-Paced Environment
Positive Attitude and 'Can Do' Mindset
Proficient Writing Skills
Team Collaboration

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Client Services Executive position. Tailor your application to highlight how your skills and experiences align with these aspects.

Highlight Relevant Experience: Emphasise your previous experience in servicing institutional clients, particularly in asset management. Provide specific examples of your achievements and how they relate to the tasks mentioned in the job description.

Showcase Your Skills: Make sure to showcase your excellent writing skills and attention to detail in your application. Use clear and concise language, and ensure there are no grammatical errors or typos.

Personalise Your Application: Include a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you want to work at Royal London Group and how you can contribute to their values and goals.

How to prepare for a job interview at Royal London

✨Understand the Role

Make sure you have a clear understanding of the Client Service Executive role and its responsibilities. Familiarise yourself with the key tasks such as managing client relationships, attending meetings, and liaising with various teams. This will help you demonstrate your knowledge during the interview.

✨Showcase Your Experience

Prepare to discuss your previous experience in servicing institutional clients, especially in asset management. Highlight specific examples where you've successfully managed client transitions or improved client satisfaction. This will show that you have the relevant skills and a proven track record.

✨Demonstrate Your 'Can Do' Attitude

The job description emphasises a positive attitude and a willingness to tackle challenges. Be ready to share examples of how you've approached difficult situations with a proactive mindset. This will resonate well with the interviewers looking for a self-starter.

✨Prepare Questions

Have a few thoughtful questions prepared to ask at the end of the interview. This could be about the team dynamics, the company's approach to client service, or opportunities for professional development. Asking insightful questions shows your genuine interest in the role and the company.

Client Services Exec (Level 2)
Royal London
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R
  • Client Services Exec (Level 2)

    London
    Temporary
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-09-02

  • R

    Royal London

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