Executive Client Manager in London

Client Executive – Insurance Solutions We have an opening within our Insurance Solutions team who provide investment advice and portfolio construction for primarily Insurance clients, but also cater to other Financial Services firms as well. The position will involve working closely with one of our Client Directors on their global client book, managing day to day admin including portfolio administration, reporting, and potentially getting involved in the booking of trades. We are looking for someone with a strong background in administrative duties within the Investment management arena who as well as doing the “day-job” can also look at ways of improving our processes and efficiency within the team as a whole. Operating a hybrid working policy of 3 days a week in the office this will be a 9-5 job ideally suited to someone with experience in Investment Management who is highly organised and enjoys getting things done. Since then, the business has grown to over 400 employees and manages approximately £27+ billion in assets under management. We are a UK wealth management firm operating in a regulated environment, providing investment and wealth management services to private clients, families, charities and institutions. We have a collaborative working environment where people are given the opportunity to contribute meaningfully to the development of the business. Responsible for the management of portfolio administration requests – i.e. transfer of funds, setting-up new portfolios, wire details distribution, static data changes on systems, etc. Liaising with Client Lifecycle Team, Operations Oversight Team and external Custodians regarding new account set-up, asset transfers, additions for new clients and the ongoing maintenance and management of accounts. Work with the Portfolio Management team to ensure the account(s) are correctly set up in all our systems so new funds can be invested. CLIENT SERVICE Respond to (and delegate/manage when needed) ad-hoc queries from Clients – ranging from investment market and portfolio performance questions to meeting materials and logistics. Update and maintain client data, using CRM software – including taking notes/minutes from client meetings, updating client details, adding new client information. Create and produce reporting documentation for clients - working directly with client relationship managers on client projects, board presentations, investment commentary. Produce high-level management information reports for the team on the status of client cash flows, market performance, assets under management, portfolio compliance, fee collection etc. Relevant investment industry experience, supporting client relationships. Desire to work in an investment reporting and administration role, with excellent customer service skills. Ability to communicate clearly, concisely and accurately, both verbally and in writing, on technical matters (e.g. investment transactions, accounting reports, investment markets etc.). Experience working proactively and with forward thinking – anticipating and responding to shifting priorities without explicit instruction. High level of numeracy with good Microsoft Excel skills is essential. Experience with other types of financial services software (i.e. Bloomberg, Portfolio Management software etc.) Content to remain in an admin role, with potential to possibly move into a managerial / mentorship role in due course This is an opportunity to join a growing and evolving organisation at an exciting stage of its journey. Hybrid working and a genuine 9-5 work pattern